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 Set Up a New File in Quicken 2013
As part of setting up Quicken, 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 a new [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…]
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…]
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…]
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 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 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 Set Up a Rental Property in Quicken 2013
The Quicken Rental Property Manager provides everything available in Quicken 2013. To track rental properties with Quicken, you need to describe each property. To describe a property, follow these steps [more…]
Describe Your Tenants to the Quicken Rental Property Manager
The Rental Property Manager version of Quicken 2013 includes tools for tracking both your rental properties and your rental income and expense. When tracking rental expenses, one of the first things you [more…]
Set Up a Tax-Deferred Investment Account in Quicken 2013
If you need to track a tax-deferred investment in Quicken 2013, you need to know how to set up a tax-deferred account and then record your investment activities. Understanding how tax-deferred investment [more…]
