The Quicken 2013 College Calculator
You can use the College Calculator to determine how much you need to save for your child's education. Suppose that you have a child who may attend college in ten years, and you haven’t started to save [more…]
How to Plan for Taxes with Quicken 2013
Quicken 2013 comes with a very powerful, very useful Tax Planner. The Tax Planner helps you make a precise estimate of the taxes that you’ll owe. To use the Tax Planner, take the following steps: [more…]
How to Set Up a Credit Card Account in Quicken 2013
If you want to track credit card spending and balances with Quicken 2013, you must set up a special credit card account. (In comparison, you use bank accounts to track other things, such as the money that [more…]
How to Reconcile Your Credit Card Account
You can reconcile your credit card account in Quicken 2013 just like you do your bank accounts. To reconcile a credit card account, first get your credit card statement. Next, display the credit card account [more…]
How to Track Cash Transactions in Quicken 2013
You can track petty cash in your business as well as the petty cash in your wallet by using a special Quicken cash account. To track the cash, you must set up a cash account and then enter the increases [more…]
Set Up a Liability Account for an Amortized Loan
Setting up a loan account in Quicken 2013 requires a few dozen steps, but none of the steps are difficult. And none takes that much time to complete. As long as you have your loan information handy — the [more…]
How to Record a Loan Payment in Quicken 2013
You record loan payments in the account register in Quicken 2013. After you set up a liability account, you’re ready to hand over a pound of your flesh — that is, make a payment. Complete the following [more…]
How to Schedule a Bill Payment in Quicken 2013
If a payment occurs regularly — the payment might be for a loan or some other regular bill, like your cable TV service — you can tell Quicken 2013 to remind you about the payment, or you can set it up [more…]
Eight Troubleshooting Tips for Quicken 2013
You probably want more than specific, step-by-step information about how to use Quicken 2013; you probably need a little troubleshooting advice. Following are nine techniques and tactics that you can use [more…]
Ten Tips on How Not to Become a Millionaire
Although everyone is interested in becoming a millionaire or in preparing financially for retirement, it turns out that most people are really more interested in how [more…]
Install and Start Quicken 2013
You install Quicken 2013 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 easy: [more…]
How to Describe Your Banking to Quicken 2013
If you haven’t used Quicken before or are starting from scratch, the first time you start Quicken 2013, the program shows a home page that includes a big Get Started button in [more…]
How to Solve Tricky Setup Problems
New Quicken 2013 users may encounter a handful of annoying setup problems. If you are one of the lucky ones and have encountered a problem during setup, here are some solutions to try. [more…]
Preprinted Checks and Other Forms in Quicken 2013
You can use Quicken 2013 to print checks. This little trick provides a couple of benefits: It’s really fast if you have several checks to print, and your printed checks look very neat and darn professional [more…]
How to Set Up An Additional Bank Account
When you first began working with Quicken — and this may have been only a few minutes ago with Quicken 2013 or several years ago — you were prompted to set up an account. And you probably set up at least [more…]
Add Categories to the Quicken 2013 Category List
Quicken 2013 supplies categories to, well, categorize your spending. If the predefined categories list is missing a category you want, you can always add your own. Adding individual categories is a snap [more…]
How to Add Quicken 2013 Categories from a Situational List
Quicken keeps lists of categories that are standard for people in certain situations, including Quicken users who are married, homeowners, real estate investors, and business owners. [more…]
How to Set Up Tags in Quicken 2013
Quicken 2013 provides a tool called tags, which lets you summarize transactions in addition to the way you summarize transactions with categories. (In previous versions of Quicken, tags were known by another [more…]
How to Find a Transaction in a Large Quicken 2013 Register
Want to find a specific check, deposit, or transfer in your Quicken 2013 register? No problem. The Find command provides a handy way for doing just that. [more…]
How to Set Up Security Lists in Quicken 2013
Typically, a brokerage account probably contains more than one type of security. You may have shares of Boeing, General Motors, or Google. You name it, and someone owns it. Therefore, a brokerage account [more…]
How to Transfer Cash to and from a Quicken 2013 Account
Because you work with cash in a brokerage account, you need to know how to use Quicken 2013 to record the cash that flows into and out of the account. [more…]
How to Buy and Sell Securities in Quicken 2013
Buying and selling securities in a brokerage account and tracking the transactions in Quicken 2013 is very similar to buying and selling shares of a tax-deferred investment. You fill in the same fields [more…]
How to Set Up a Business the Quicken 2013 Way
To use Quicken 2013 for small business bookkeeping, you need to describe each business you or your spouse operates. For example, if you work as a one-person consultant, and your spouse runs a landscape [more…]
How to Identify Invoice Items in Quicken 2013
The stuff that appears on invoices — product or service descriptions, standard prices, and so forth — needs to be provided up-front to Quicken 2013 by setting up invoice items. [more…]
How to Invoice Your Customers with Quicken 2013
Quicken 2013 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…]
