Setting Up Quicken 2012

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The Quicken 2012 Tags Tool

Quicken provides the tags tool to let you summarize transactions in addition to the way you summarize transactions with categories. (In previous versions of Quicken, tags were known by another name: [more…]

How to Install and Start Quicken 2012

You install Quicken 2012 the same way that you install any program in Windows. If you need help installing Quicken, here are the step-by-step instructions. Installing Quicken from a CD is as easy as one [more…]

How to Finish Setup If You’ve Used Quicken Before

If you’ve used a previous version of Quicken, the Quicken 2012 program might show option buttons to indicate what you want to do after the initial setup: Open the found data file. [more…]

How to Finish Setup If You’ve Not Used Quicken Before

To finish up the setup process when you've not used Quicken before, the setup program displays a friendly welcome message, which asks you to indicate whether you’re a new Quicken 2012 user [more…]

How to Describe Your Banking to Quicken 2012

If you haven't used Quicken before or are starting from scratch, the first time you start Quicken 2012, the program shows a home page that includes a big Get Started button in [more…]

Quicken 2012 Stay On Top of Monthly Bills Window

After you’ve described your bank account(s), you’re ready to start using Quicken 2012. With Quicken, the key thing you want to do is track your bank account or accounts so you can monitor and measure your [more…]

Tricky Quicken 2012 Setup Problems

New Quicken 2012 users may encounter a handful of annoying setup problems. These problems can occur if you've been using Quicken on a Macintosh, if you have some missing data files, or are migrating from [more…]

Quicken's Basic Functions

Before you spend a bunch of time on Quicken 2012, you need to know what Quicken can do. When you boil Quicken down to its essence, it does six things: [more…]

How to Set Up Another Banking Account with Quicken 2012

To set up an additional checking, savings, or money market account with Quicken 2012, you give the account a name and then its balance as of a set date. Here’s how: [more…]

Quicken 2012 Register Window

In general, you work with an individual account by using the Quicken 2012 register window. You enter account transactions in the register. Entering transactions in a register is the basic, Quicken record-keeping [more…]

Quicken 2012 All-Inclusive Category List

Quicken 2012 supplies categories to, well, categorize your spending. For example, you would probably use the Rent category to categorize all the checks you write to pay rent. The predefined categories [more…]

Quicken 2012 Subcategories

You surely didn’t buy Quicken 2012 so that you could spend all day Saturday sitting at your computer. Subcategories is one of the program's features you can ignore if you’re feeling a bit overwhelmed. [more…]

How to Add a Quicken 2012 Category List

Basically, you need to be able to do three things to the Quicken category list: add categories, remove categories, and change category names and descriptions. Adding individual categories is a snap. Here’s [more…]

How to Remove, Change, and Merge Quicken 2012 Categories

Removing categories from Quicken 2012 takes only a couple of keystrokes. You can change a category name, its type, its description, and its tax-related setting if you later discover you made some mistake [more…]

Review Your Budgeting Options in Quicken 2012

If you click the Budget Actions button (which appears in the upper-right corner of the Budgets window), Quicken 2012 displays a menu with seven commands useful for working with your budgets: [more…]

Advice for Planning a Budget with Quicken 2012

A budget is a list of the ways you earn and spend your money. If you create a good, workable category list with Quicken 2012, you’re halfway to a good, solid budget. [more…]

How Windfalls Can Mess Up Your Quicken 2012 Budget

Getting an unexpected windfall sounds like a wonderful thing, but it can really do a number on the budget you've developed in Quicken 2012. In a nutshell, you face two big problems with windfalls: [more…]

Monster Income Changes Can Mess Up Your Quicken 2012 Budget

If your income changes radically, planning a budget, even with the help of Quicken 2012, becomes really hard. The problems work both ways — if you're income takes a giant leap upward or a giant leap downward [more…]

The Quicken 2012 Budgets Window

To get to the Quicken 2012 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…]

What To Do after You Enter Your Budget in Quicken 2012

After you complete your Quicken 2012 budget, you'll want to review your handiwork. And you perform your review using the Budgets window. If you've created several budgets, by the way, you need to use the [more…]

How to Set Up a File Password in Quicken 2012

Theoretically, Quicken 2012 passwords let you lock up your Quicken data so that your rebellious teenagers (if you’re using Quicken at home) or the night janitors [more…]

How to Change a File Password in Quicken 2012

After you set up a file password in Quicken 2012, you’re not stuck with it forever. You can either change the password or remove it by choosing File→Set Password For This Data File. [more…]

How to Add a Credit Card Account in Quicken 2012

To set up a credit card account in Quicken 2012, you follow roughly the same steps as you do to set up a bank account. Here’s what you do: [more…]

How to Add a Cash Account in Quicken 2012

To set up a cash account in Quicken 2012, you follow roughly the same steps as you do for setting up a bank account. Because you’ve probably already set up a bank account, you can move quickly through [more…]

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…]


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