Quicken

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Set Up a Liability Account for an Amortized Loan in Quicken 2012

An amortized loan is one on which you make regular, equal payments. Over time, the principal portion of each payment pays off, or amortizes, the loan principal. If you borrowed money to purchase a house [more…]

Verify Account Information for an Amortized Loan in Quicken 2012

When you're setting up an amortized loan in Quicken 2012, there is a lot of work to be done after you've pressed the Done button. From the Set Up Loan Payment dialog box, complete the following steps: [more…]

Fix Mistakes Made When Setting Up Loans in Quicken 2012

Nobody’s perfect, right? You may have made a tiny little mistake in setting up either the loan or the loan payment when working in Quicken 2012. This mistake doesn’t need to be a major financial or personal [more…]

How to Record a Loan Payment in Quicken 2012

After you set up the loan and the loan payment in Quicken 2012, you’re ready to record the payment in (drum roll, please) the register. Complete the following steps to record a payment: [more…]

How to Handle Mortgage Escrow Accounts in Quicken 2012

Like with most things, you can handle mortgage escrow account in Quicken 2012 the easy way (which is rough, dirty, and unshaven) or the hard way (which is precise, sophisticated, and cumbersome). [more…]

How to Adjust Your Principal-Interest Breakdown in Quicken 2012

Not to bum you out, but when setting up loans in Quicken 2012, your principal-interest breakdown will often be wrong. You may calculate interest expense as [more…]

How to Update Loan Balances in Quicken 2012

The Update Balance dialog box in Quicken 2012 adjusts the loan balance to whatever value you indicate, but then it forgets to categorize this adjustment. That's okay, but if you want to be slightly smarter [more…]

How to Schedule a Bill Reminder in Quicken 2012

If a payment occurs regularly, you can tell Quicken 2012 to remind you about the payment, or you can set it up as a scheduled payment. When you do so, Quicken either reminds you or automatically records [more…]

Schedule Income and Transfer Reminders in Quicken 2012

You can schedule income and transfer reminders in Quicken 2012. If you click the Add Reminder button, shown in the lower left-hand corner of the Calendar window, Quicken actually displays a menu of three [more…]

How to Schedule Transactions in Quicken 2012

Quicken 2012 allows you to automatically schedule the adding of transactions. To create these scheduled transactions, you choose Tools→Manage Bill & Income Reminders. Quicken displays the Bill and Income [more…]

How to Set Up a New File in Quicken 2012

As part of setting up Quicken 2012, you create what Quicken calls a file: a place where Quicken stores all your accounts (bank accounts, credit card accounts, investment accounts, and so on). To set up [more…]

Record Various Brokerage Accounts Transactions in Quicken 2012

Quicken 2012 lets you record all sorts of transactions in a brokerage account. Not only can you do reminder and stock split actions, but you can also do a bunch of other things. [more…]

Some Investors Don’t Need Quicken 2012

Here's an example of someone who doesn’t need to use the Quicken program’s investments feature — someone who has simplified their financial affairs considerably. If you don’t invest directly in stocks, [more…]

How to Set Up a Tax-Deferred Investment Account in Quicken 2012

If you need to track a tax-deferred investment, you need to know how to set up a tax-deferred account in Quicken 2012 and then record your investment activities. Setting up an investment account to track [more…]

How to Record Your Initial Investment in Quicken 2012

After you set up an investment account in Quicken 2012 and describe the securities in the account, you can record an initial purchase of the investments. Of course, you need to know the original price [more…]

Record Investment Purchases Made by Check in Quicken 2012

As you buy additional investments — by contributing additional amounts to your retirement account or by reinvesting dividends and capital gain distributions — you record the transactions for the investment [more…]

Record Reinvestment Dividends, Interest, or Capital Gains in Quicken 2012

When you reinvest your dividends, interest, or capital gains, you also must record your reinvestment transactions in Quicken 2012. Essentially, you’re buying new shares using the dividend or capital gain [more…]

How to Record Investment Profits in Quicken 2012

When you receive distributions directly from an investment account’s investments that you don’t immediately reinvest, you need to record the deposits of these proceeds in Quicken 1012. You’ll deposit these [more…]

How to Record the Sell of Investments in Quicken 2012

You need to record the sale of shares held in an investment account in Quicken 2012. Selling mutual fund shares works basically the same way as buying them — only in reverse. [more…]

Correct Mistakes in Recording Quicken 2012 Investment Transactions

If you make a mistake when you're recording investment transactions in Quicken 2012, don’t worry — it’s not a problem. You can edit an investment transaction. To edit a particular transaction, you first [more…]

How to Work with Tricky Investment Transactions in Quicken 2012

Quicken 2012 lets you record three common-to-tax-deferred-investment-account transactions by specifying several almost magical actions: shares out, stock split, and reminder transactions. You can tell [more…]

How to Update Securities Prices in Quicken 2012

You can collect current market prices and store this information with your Quicken 2012 accounts (both tax-deferred and taxable). To automatically update security prices, just display the Investing tab [more…]

How to Set Up a Brokerage Account in Quicken 2012

Setting up a brokerage account in Quicken 2012 is similar to setting up a regular tax-deferred account. During the investment account setup process, when Quicken asks you what kind of account you’re setting [more…]

How to Set Up Security Lists for Brokerage Accounts in Quicken 2012

Typically, a brokerage account probably contains more than one type of security. Therefore, a brokerage account uses a list of securities — and you, as the investor, need to create and maintain the list [more…]

Transfer Cash to and from a Brokerage Account in Quicken 2012

When you are working with brokerage accounts in Quicken 2012, you are able to transfer cash to and from the money market account. One of the big differences between a brokerage account and a traditional [more…]

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