Setting Up Quicken 2012

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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 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…]

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…]

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…]

How to Describe Your Business(es) to Quicken 2012

To use Quicken 2012 for small business bookkeeping, you need to describe each business you or your spouse operates. To describe your business to Quicken, you need to give the business’s name and identify [more…]

How to Design Business Invoices in Quicken 2012

After describing your business to Quicken 2012, you need to add your business’s name and address to the business invoice template that Quicken produces. To do this, display the Business tab, click the [more…]

Identify Invoice Items When Setting Up Your Business on Quicken 2012

The stuff that appears on invoices — product or service descriptions, standard prices, and so forth — needs to be provided up-front to Quicken 2012 by setting up invoice items. [more…]

How to Set Up a Customer Invoices Account in Quicken 2012

Quicken 2012 needs you to set up a Customer Invoices account to track the invoices you create. But this isn’t difficult to do. Simply display the Business tab, click the Business Actions button, and choose [more…]

How to Invoice Your Customers in Quicken 2012

In Quicken 2012, you can invoice customers, record their payments, and monitor unpaid amounts after you’ve described your business, finalized your invoice form [more…]

How to Set Up Quicken 2012 Payroll

A lot of people who own small businesses or who have a household employee (nannies, for example) need to deal with payroll. Although Quicken 2012 Home & Business doesn’t provide you payroll tools, here [more…]

How to Get the Taxes Stuff Right in Quicken 2012

Besides setting up a payroll tax category to track payroll taxes that the employer pays, including the company’s share of Social Security taxes, the company’s share of Medicare taxes, and any other employer [more…]


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