Quicken 2017: The Official Guide

  • 8h 54m
  • Bobbi Sandberg
  • McGraw-Hill/Osborne
  • 2017

The Only Official Guide to the #1 Personal Finance Software for Windows! Covers U.S. Microsoft Windows Editions--Quicken Deluxe and Premier

Take control of your personal finances using the best practices and time-saving tips in Quicken 2017 The Official Guide! Find out the most effective methods for tracking your income, expenses, savings, transactions, investments, and so much more.

Endorsed by the makers of Quicken, this practical resource shows you, step by step, how to take full advantage of the software’s powerful features, including the Quicken mobile app. You’ll also get professional advice to help you reduce debt, stay on budget, save money, invest wisely, and plan for a secure financial future.

  • Customize Quicken for your preferences
  • Track income and expenses
  • Automate transactions and tasks
  • Record bank and credit card transactions
  • Use online banking features
  • Reconcile checking, savings, and credit card accounts
  • Track investments and optimize your portfolio
  • Monitor your assets, loans, and net worth
  • Evaluate your financial position
  • Reduce debt, save money, and plan for retirement
  • Simplify tax preparation and maximize deductions
  • Create Quicken reports

About the Author

Bobbi Sandberg is a consultant, instructor, and retired CPA who is recognized by as a Certified Professional Advisor. She teaches at community colleges, local senior centers, and has been training users on Quicken since its first DOS version in the 1980s.

In this Book

  • Introduction
  • Meeting and Installing Quicken 2017
  • Starting with Quicken Basics
  • Consider Quicken Mobile
  • Utilizing Accounts and Categories
  • Delving into Your Bank and Credit Transactions
  • Connecting Online
  • Monitoring Your Bills and Paychecks
  • Banking and Reconciling
  • Managing Your Investments
  • Working with Your Assets
  • Reviewing Your Financial Position
  • Planning for Your Future
  • Saving Money by Reducing Debt
  • Planning for Tax Time
  • Creating Quicken Reports
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