Quicken 2013

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The Quicken 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 or 2014

Quicken 2013 and 2014 come 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…]

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…]

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…]

How to Describe Your Banking to Quicken 2013 or Quicken 2014

If you haven’t used Quicken before or are starting from scratch, the first time you start Quicken 2013 or 2014, the program shows a home page that includes a big Get Started button in [more…]

Preprinted Checks and Other Forms in Quicken 2013 or 2014

You can use Quicken 2013 or 2014 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 [more…]

How to Set Up An Additional Bank Account in Quicken 2013 or 2014

When you first began working with Quicken — and this may have been only a few minutes ago with new Quicken 2014 software, or several years ago — you were prompted to set up an account. And you probably [more…]

Add Categories to the Quicken 2013 or 2014 Category List

Quicken 2013 or 2014 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 [more…]

Add Categories from a Situational List in Quicken 2013 or 2014

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 or 2014

Quicken 2013 and 2014 provide a tool called tags, which lets you summarize transactions in addition to the way you summarize transactions with categories. [more…]

How to Find a Transaction in a Large Quicken 2013 or 2014 Register

Want to find a specific check, deposit, or transfer in your Quicken 2013 or 2014 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…]

How to Record Customer Payments in Quicken 2013

When you're using Quicken 2013 to manage your small business's finances, you will need to record customer payments. To record a payment, follow these steps: [more…]

How to Do Payroll with Quicken 2013 or 2014

To do payroll in Quicken 2013 or 2014, you need to set up a couple of payroll expense categories. Fortunately, doing so is not particularly difficult. This information is specific to setting up U.S. federal [more…]

How to Deposit Taxes with Quicken 2013

Making tax payments with Quicken 2013 is easy. Make no mistake. Uncle Sam wants the money you withhold from an employee’s payroll check for federal income taxes, Social Security, and Medicare. Uncle Sam [more…]

Four Tax Deposit Tips for Quicken 2013 Users

Here are a handful of suggestions about making tax deposits with Quicken 2013 easier and less painful. The fast payroll method also has a weakness you should know about. [more…]


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