Quicken 2014 For Dummies

Take control of your personal finances with Quicken starting today! You want to get your finances organized, but the project seems overwhelming? Quicken can help you manage your finances, and this book makes it easy! Discover how to track your income and expenses, maximize savings, pay your bills, manage your investments, and prepare for tax time. First steps — install Quicken 2014, set up your accounts and categories, and synchronize it with your financial institutions The big picture — understand how Quicken helps you track tax deductions, print checks, and monitor spending Your secret plan — follow the simple steps to planning an achievable budget for yourself or your business Follow the money — track cash flow, income and expenses, investing activity, and more with Quicken's ready-made reports A matter of balance — reconcile your bank accounts, use online banking, and simplify all your financial housekeeping Invest for success — keep tabs on your investments wherever they are, in your 401(k), IRA, stocks, or bonds Serious business — capture your business and personal expenses in one place and track how your business is doing Want a tip? — answers to frequently asked questions and troubleshooting advice Open the book and find: An easy guide to setting up Quicken Advice for banking and paying bills online Tools for calculating loans, college costs, and retirement Solutions for managing your financial affairs efficiently Tips for managing small business finances Details on managing and monitoring credit card use Steps for generating reports and charts How to manage your rental property Learn to: Maintain detailed financial records Manage your bills, save money, and create a budget Reduce your debt and maximize your investments Categorize deductions and plan for tax time

Introduction 1 Part I: Zen, Quicken, and the Big Picture 5 Chapter 1: Setting Up Shop 7 Chapter 2: Introduction to the Big Picture 21 Chapter 3: Maximum Fun, Maximum Profits 43 Part II: The Absolute Basics 55 Chapter 4: Checkbook on a Computer 57 Chapter 5: Printing 101 85 Chapter 6: Online and In Charge 97 Chapter 7: Reports, Charts, and Other Cool Tools 105 Chapter 8: A Matter of Balance 125 Chapter 9: Housekeeping for Quicken 137 Chapter 10: Compound Interest Magic and Other Mysteries 153 Part III: Home Finances 173 Chapter 11: Credit Cards, Petty Cash, and PayPal 175 Chapter 12: Other People′s Money 197 Chapter 13: Tracking Tax–Deferred Investments 221 Chapter 14: Stocks and Bonds 245 Part IV: Very Serious Business 263 Chapter 15: Mind Your Business 265 Chapter 16: Managing Rentals 289 Part V: The Part of Tens 297 Chapter 17: (Slightly More Than) Ten Questions I’m Frequently Asked about Quicken 299 Chapter 18: (Almost) Ten Tips on How Not to Become a Millionaire 309 Chapter 19: (Almost) Ten Troubleshooting Tips 319 Part VI: Appendixes 323 Appendix A: Quick–and–Dirty Windows 8 325 Appendix B: Glossary of Business, Financial, and Computer Terms 343 Index 351

Stephen L. Nelson, MBA, CPA, provides accounting, business advisory, tax planning, and tax preparation services to small businesses. He belongs to the American Institute of CPAs and holds an MBA in Finance and a Masters in Taxation. His 100-plus books, including QuickBooks For Dummies and Quicken For Dummies, have sold more than four million copies.