Quicken

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Get Most of the Money from Tax Savings and Employer Matching

Much, and maybe most, of the money you need to build wealth can come from other people — specifically the tax man and your employer, if you work someplace that offers a 401 [more…]

Tap Your Computer’s Power to Develop Wealth-Building Insights

This is hard to describe in general terms because by definition, what the computer lets you do is get very specific. Consider this: Personal financial planning is essentially applied mathematics. What [more…]

It’s Not Too Late to Start Financial Planning

Another common trap that prevents people from saving money for retirement is they give up, thinking that it’s too late to start. Mathematically speaking, that’s just dead wrong. No matter what your age [more…]

Avoid “Get-Rich-Quick” Schemes

Get-rich-quick schemes don’t work except for the person selling the scheme. And, in fact, they drain off energy and money you really should be using to build your investments with Quicken 2012. You know [more…]

Choose Commands from Quicken 2012 Menus in Windows 7

To set something in motion in Windows 7, you usually need to choose commands from menus. Most application windows have a menu bar — a row of menus across the top of the window. Predictably, not every menu [more…]

Windows 7 and Quicken 2012 Dialog Boxes

Windows 7 (and application programs like Quicken 2012) uses a special type of window, called a dialog box, to communicate with you. In fact, after you choose a command, Windows 7 and application programs [more…]

Does Quicken 2012 Work for a Corporation?

Sure. But here's what’s unique — at least from an accountant’s perspective — about a corporation. In addition to recording assets (such as bank accounts and receivables) and liabilities [more…]

Can You Use Quicken 2012 for More Than One Business?

Be very careful if you use Quicken for more than one business. Very careful. You must be especially diligent in keeping the two businesses’ financial records separate in your Quicken 2012 record keeping [more…]

How to Record Customer Payments in Quicken 2012

When you are working with customers and using Quicken 2012, you'll need to be able to record payments made by customers as well as send and record invoices. To record a customer payment, follow these steps [more…]

Big Temptations of Wealth Building with Quicken 2012

Most users stumble over a couple of big temptations when trying to commit to financial building with Quicken 2012: Spending extra money instead of saving it and abandoning their investment strategy before [more…]

Windows 7 and Quicken 2012

For Quicken 2012 users, Windows 7 offers a slightly different operating environment than they might be used to with earlier versions of Windows. Windows 7 —any version of Microsoft Windows 7 — is an operating [more…]

Windows Tricks for Quicken 2013 Users

Quicken “plays” well with Windows. Accordingly, you can use a handful of standard Windows tricks to make your use of Quicken financial recording program easier — and faster. [more…]

Cool Date-Editing Tricks for Quicken 2013

Within the Quicken accounting program — and it doesn’t matter whether you’re using Quicken Basic, Quicken Premier, Quicken Home & Business or Quicken Rental Property Manager — you'll enter dates again [more…]

Four Tasks Every Quicken 2013 User Should Perform

Working with a richly-featured, mature financial record-keeping software program like Quicken 2013 can present a bit of a challenge. The Quicken software just does so much . . . Here are four tasks that [more…]

Quicken 2013 Shortcuts That Save You Time

Want to save time working with the Quicken 2013 program? Consider using and memorizing a handful of the keyboard shortcuts listed in the table here. Learning to use Quicken keyboard shortcuts — although [more…]

Six Free, Reliable Websites for Quicken 2013 Users

The web represents a treasure trove of information about personal finance, small business, and tax accounting that Quicken users will appreciate. Individuals, investors, and small business owners just [more…]

Quicken 2013 For Dummies Cheat Sheet

Quicken 2013 makes life easier for individuals and investors (including real estate investors, and small business owners). But that doesn’t mean you want to spend any more time working with each whistle [more…]

How to Work with the Quicken 2013 Budget Windows

To get to the Quicken 2013 window in which you enter your budget, click the Planning tab and click the Budgets button. This causes Quicken to display the Budgets window — though the window won’t show any [more…]

How to Enter a Check in the Quicken 2013 or 2014 Register

Entering a check in the Quicken 2013 or 2014 register is a simple matter of describing to whom you wrote the check and how much you paid. Suppose, for example, that you paid [more…]

How to Enter Deposits in the Quicken 2013 or 2014 Register

Recording a deposit in Quicken 2013 or 2014 works almost the same way as recording a check. The only difference is that you enter the deposit amount in the Deposit field rather than enter the check amount [more…]

How to Enter an Account Transfer in Quicken 2013 or 2014

Account transfers occur when you move money from one account, such as your savings account, to another account, such as your checking account. Suppose that you want to record the transfer of [more…]

How to Split a Transaction in Quicken 2013

How do you categorize a transaction that falls into more than one category in Quicken 2013? You use a split category. Here’s how a split category works: [more…]

Pop-Up Calendars and Calculators in Quicken 2013 or 2014

Quicken 2013 and 2014 provide a pop-up calendar anytime you move the selection cursor to a Date field. To get to the calendar, click the button that appears at the right end of the Date field. Quicken [more…]

How to Enter Information into a Quicken 2013 or 2014 Check Form

Printing checks in Quicken 2013 or 2014 is, well, quick. All you basically need to do is enter the information you want to print on the check form and the number you want Quicken to use to identify the [more…]

How to Print a Check You've Entered in Quicken 2013 or 2014

Printing checks in Quicken 2013 or 2014 is easy. First, make sure that you've entered the information in the Write Checks window. Here’s what you need to do: [more…]

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