Course Description

Simplify your life with all of your finances, all in one place. It's the perfect way to see where your money is going with all the tools you need to budget, balance and track your finances. See where your money goes. See what's coming in, what's going out, and what's left over. Easily monitor your cash flow. Get a detailed picture of your monthly financial picture. Plan ahead so you'll have enough money in your account to avoid late fees or interest charges. Quicken is an investment tracker, retirement planner, home budget creator, bill payer and reminder, a monitor for credit cards, business organizer, tax saver, and bank account supervisor rolled up in one neat little electronic package. Quicken makes it easy to pay bills, track your spending and see where your money is going. The list goes on and on of the ways Quicken will simplify your financial life. Learning as much about it as you can will save you future headaches. This is a 6 week, self-paced, online course. If you need additional help understanding the material presented, you can communicate with the instructor and fellow classmates. The instructor will monitor and track your progress throughout the class. LVS Online offers many wonderful learning tools to help you get the most out of your online course, including an online portfolio service that manages all your course registrations, certificate of completion option, a class discussion board to interact with your instructor and fellow classmates, free hosting account, and a student upload area. LVS is a Corel Training Partner. LVS students may purchase Corel products at a significant savings. Follow this link for details. LVS students are also eligible take advantage of special offers made available by famous software developers such as Andromeda, AV Bros, Extensis, Harry Heim, namesuppressed, Nik Multimedia, and Ulead. Details are provided in the classinfo link found in the confirmation of registration. If you would like to receive more information regarding this course, click on the "Contact Us" link in the Information section and we'll try to answer any of your questions within the day.

Course Requirements

Quicken software. Intuit no longer offers new versions of Quicken Basic. Quicken Deluxe is just as easy to use and includes all of the features in Quicken Basic, plus advanced tools. Intuit also offers Quicken Mac All Quicken products have an unconditional 60-day money back satisfaction guarantee. The student interested in this course should have basic computer knowledge. LVS offers a free Windows class if needed. All lessons are available in PDF format. Adobe Acrobat Reader is required to view/print the lessons. Plan to devote approximately 3 - 4 hrs per week on the lessons and assignment.

Course Prerequisites

None

Course Syllabus

Lesson 1 Software Installation Adding More Accounts Quicken Basics Backing Up Files Importing and Exporting Adding Passwords Changing Your Preferences Lesson 2 The Account Bar Add or Remove Accounts on the Account Bar Using Projected Cash Flow Using Scheduled Bills and Deposits Create an Alternative View of Transactions Use the Calendar to View Monthly Transactions Lesson 3 Reviewing and Analyzing Your Cash Flow Analyze Your Income and Expense Recording and Editing Transactions Adding and Editing Paychecks Flag and Attach Documents to Transactions Search for Transactions Lesson 4 Transferring Funds Between Accounts Reconciling Accounts Paying Bills Make Payments Using Quicken's Bill Pay Paying Bills the Old Fashioned Way Lesson 5 Working with Reports Setting Report Preferences Exporting Reports Which Quicklen is Right for You Lesson 6 Analyzing your Investments and Retirement Information Analyze your Property and Debt Set Up a Budget Your Taxes

Course Excerpt

Lesson 1 I've been using Quicken since I started using computers. After I started using it, I wondered how I ever managed to keep track of my finances before it came along. Actually, I didn't :-) Now, I can't imagine even trying to manage without it. Quicken provides you with electronic storage of all your bank account transactions. Imagine trying to get a report of your financial growth for, say 10 years, with box upon box of paper check stubs and bank account records. Impossible without driving you totally nuts! But, with Quicken, you can do that and so much more. Among its many talents, it's an investment tracker, retirement planner, home budget creator, bill payer and reminder, a monitor for credit cards, business organizer, tax saver, and bank account supervisor rolled up in one neat little electronic package. Using Quicken makes you feel like you have a firm grip on all of the numbers that flow through your accounts. Quicken is financial savvy. Hopefully, you will be as well when you finish this course. Before I go any further, on this lesson only, the images shown have 3 different looks to them. My computer required reformatting and I took these screenshots in various stages as I was reloading my software. It was easier to use the images I'd already captured than to start all over again, hence the differing "looks." Hopefully, this will be the only lesson where you see different styles in the images. I hope I don't have to do this for a very long time. Anyway, let's get started. Software Installation: First thing you have to do is install the software :-) It's very straightforward and, unless you have a special directory you want to install it in, the default should be fine. That said, let's walk through the software installation: Continued... Please note: Lessons provide step-by-step instructions with detailed screen captures.

Course Goals

Students will learn how to manage their checking and savings accounts, credit cards, and investments, all within the Quicken program. Students will learn how to analyze and track their cash flow, investments and debt, keep track of their loans. They will learn to create reports and how to get their information into Turbo Tax, making their tax preparation easier. Visit the Quicken Blog Follow Donna on Twitter!