The Only Official Guide to the #1 Personal Finance Software

Manage your finances and assets with ease using the insider tips and expert techniques in Quicken 2012: The Official Guide! Find out the most effective methods for tracking your income, expenses, savings, transactions, investments, and so much more.

Fully endorsed by Intuit, makers of Quicken, this official guide shows you how to tap into all of the software's powerful capabilities and new features--and save time and money. You'll get professional guidance along with details about online resources to assist you in reducing debt, making strategic decisions, and planning for a secure future.

• Customize Quicken for your preferences
• Track income and expenses
• Set up Online Account Services
• Automate transactions and tasks
• Reconcile checking, savings, and credit card accounts
• Take advantage of the budgeting and debt reduction tools
• Track investments and optimize your portfolio
• Monitor assets and loans
• Manage household records
• Save money and plan for retirement
• Simplify tax preparation and maximize deductions

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

Part One: Learning Quicken Basics

Chapter 1. Getting to Know Quicken

Chapter 2. Computing with Quicken

Chapter 3. Working with Accounts, Categories, and Tags

Part Two: Banking

Chapter 4. Recording Bank and Credit Card Transactions

Chapter 5. Using Online Banking Features

Chapter 6. Automating Transactions and Tasks

Chapter 7. Reconciling Your Accounts

Chapter 8. Examining Your Banking Activity

Part Three: Managing Your Investment Accounts

Chapter 9. Entering Your Investment Transactions

Chapter 10. Using Transaction Download and Research Tools

Chapter 11. Evaluating Your Position

Part Four: Tracking Your Financial Position

Chapter 12. Monitoring Assets and Loans

Chapter 13. Keeping Tabs on Your Net Worth

Part Five: Forecasting Your Financial Future

Chapter 14. Planning for the Future

Chapter 15. Using Financial Calculators

Chapter 16. Reducing Debt and Saving Money

Chapter 17. Planning for Tax Time

Part Six: Appendixes

Appendix A. Managing Quicken Files

Appendix B. Customizing Quicken

Appendix C. Converting from Microsoft Money

Index