Quicken 2007 For Dummies by Stephen L. Nelson

By Stephen L. Nelson

Stephen Nelson's prior For Dummies courses to Quicken have offered greater than 900,000 copiesQuicken has greater than sixteen million lively clients and seventy five percentage of the private finance software program marketShows humans tips to get their funds below keep watch over quick and simply utilizing QuickenCovers on-line banking and invoice paying, monitoring charge cards, dealing with loans, maximizing investments, calculating curiosity, getting ready payroll, developing bills, growing experiences, and moreCompletely up-to-date to hide the most recent beneficial properties and improvements within the new edition of QuickenPublished at the side of the discharge of Quicken "X"

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Make the changes you want by replacing text box contents or changing option button settings. Then click OK to save your changes and return to the Category List window. Chapter 2: Introduction to the Big Picture Merging Categories A quick, related point: See the Merge button at the bottom of the Category List window? If you select a category and then click the Merge button, Quicken displays a Merge Category dialog box, which you use to re-categorize transactions in the selected category. The dialog box provides a drop-down list box you use to select the new category you want to use.

To identify where you’re banking, enter your institution’s name into the This Account Is Held At The Following Institution box. 4. Yet again, identify the financial institution and then click Next. If you see your bank listed, click its name on the list. If you don’t, click the None Of These button, which tells Quicken to use your original name. Click Next. At this point, Quicken may ask whether you want to set up your account manually or use an online setup. You want to set up your account manually, so make this indication if you’re asked.

But make $100,000 a year, and you think in terms of $10 or $20 purchases. This observation all makes perfect sense. But if your income drops from $100,000 down to $50,000, you’ll probably still find yourself thinking of those old $20 purchases. So what to do? If you experience a monster income change, redo your Secret Plan. And be particularly careful and thoughtful. Setting Up a Secret Plan Okay, now you’re ready to set up your budget — er, I mean, Secret Plan. Introducing the Budget window To get to the window in which you enter your budget, choose Planning➪ Budget.

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