Using Quicken 2013

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How to Enter a Check in the Quicken 2013 or 2014 Register

Entering a check in the Quicken 2013 or 2014 register is a simple matter of describing to whom you wrote the check and how much you paid. Suppose, for example, that you paid [more…]

How to Enter Deposits in the Quicken 2013 or 2014 Register

Recording a deposit in Quicken 2013 or 2014 works almost the same way as recording a check. The only difference is that you enter the deposit amount in the Deposit field rather than enter the check amount [more…]

How to Enter an Account Transfer in Quicken 2013 or 2014

Account transfers occur when you move money from one account, such as your savings account, to another account, such as your checking account. Suppose that you want to record the transfer of [more…]

How to Split a Transaction in Quicken 2013

How do you categorize a transaction that falls into more than one category in Quicken 2013? You use a split category. Here’s how a split category works: [more…]

How to Print Reports in Quicken 2013

Quicken 2013 produces a bunch of different reports. To print a report in Quicken 2013, just choose the Reports menu and tell Quicken which report you want to print. The transactions you enter in the transaction [more…]

EasyAnswer Reports Let You Find the Right Quicken 2013 Report

Quicken 2013 provides something called EasyAnswer reports to help you find the report you need. If you’ve read or even skimmed the reports available in Quicken, you’re probably a little overwhelmed. Quicken [more…]

Quicken 2013 Report Customization Options

Quicken 2013 is remarkably sophisticated in its reporting. You can customize any report you see on the Reports menu. To customize these reports, click the Customize button [more…]

Give Quicken 2013 Your Bank's Information to Reconcile Accounts

The first step in a reconciliation is to supply Quicken 2013 with the bank’s account information. This information comes from your monthly statement. Supply Quicken with the figures it needs as follows [more…]

Explain the Difference between Your Records and the Bank’s Records

Quicken 2013 compares your register’s account balance with the bank statement’s ending account balance. Then it builds a list of checks and deposits that your register shows but that haven’t yet [more…]

Ten Things You Should Do If Your Account Doesn't Balance

If an account is causing you problems when you're trying to reconcile it with Quicken 2013, don't give up. You have several options. If you’re sitting in front of your computer wringing your hands, try [more…]

How to Back Up Quicken 2013 or 2014 Files

You should back up the files that Quicken 2013 or 2014 uses to store your financial records. But you need to know how to back up before you can back up. You’re busy. You don’t have time to fool around. [more…]

How to Restore Quicken 2013 or 2014 Data

What happens if you lose all your Quicken 2013 or 2014 data after you've backed up? You, my friend, will have no problem. After you’ve sufficiently gloated, carefully do the following to reinstate your [more…]

How to Shrink Quicken 2013 Files

You can enter a large number of transactions in a Quicken file; in fact, you can record tens of thousands of transactions in a single account or file. Working with files of a manageable size, however, [more…]

Quicken 2013 Passwords

Theoretically, passwords let you lock up your Quicken 2013 data so that your rebellious teenagers (if you’re using Quicken at home) or the night janitors [more…]

How to Use the Investment Savings Calculator in Quicken 2013

The Quicken 2013 Investment Savings Calculator enables you to noodle around with your investments. Suppose that you want to know how much you’ll accumulate if you save [more…]

The Quicken Loan Calculator

To help you better manage your debts, Quicken 2013 and 2014 provide a neat Loan Calculator. You can use the Loan Calculator to compute loan payments and balances. [more…]

The Quicken Retirement Calculator

You can use the Retirement Calculator in Quicken 2013 or 2014 to plan for your retirement. Imagine that you decide to jump into your employer’s 401(k) thing [more…]

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 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…]

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 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…]


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