Course Specifications
Item Number: SQN27W
ISBN#: 978-1-930147-97-x Hours of Instruction based on users skill-set: 16-24

System Requirements
This course covers features that are in Quicken 2007 Deluxe. Verify that Quicken 2007 software is installed on your computer. Please refer to your software installation instructions for specific hardware requirements. The Training CD provided with this guide requires the use of a CD-ROM and online banking lessons require Internet access.

Course Description

Prerequisites
Prerequisites: You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Delivery Method
Instructor-led, self-paced, classroom-delivery learning model with structured hands-on activities.

Benefits
First-time Quicken users will learn the basic features of the software. Experienced Quicken users will quickly learn the new features and functionality of Quicken 2007 Deluxe.

What's New in This Guide

* Redesigned home page
* Improved tools to control spending and pay bills on time
* Easier methods to monitor cash flow
* Improved methods for scheduling transactions
* Improved interactive financial calendar
* Improved methods to organize and store financial data
* Redesigned Reports & Graph Center
* Improved online banking features



Course Objectives

Getting Started
About Quicken
Starting Quicken
The Quicken Operating Environment
Exiting Quicken

Setting Up Accounts
Setting Up a New File
Identifying Cash Flow Center Accounts
Setting Up a Checking Account
Setting Up a Credit Card and Savings Accounts
Selecting an Account
Editing Account Information
Deleting an Account

Categorizing Transactions
Opening the Category List
Creating Categories
Creating Subcategories
Editing a Category
Deleting a Category

Adding Transactions to a Register
Entering Checks and Deposits in a Checking Account Register
Entering Charges and Payments in a Credit Card Account Register
Revising an Entered Transaction
Adding Notes and Follow-up Flags to a Transaction
Printing the Register

Transferring Funds
Transferring Money Between Checking Accounts
Transferring Money into a New Account
Entering Cash Advances
Making a Credit Card Payment
Moving to a Parallel Transaction

Splitting Transactions
Splitting a Check Transaction
Spitting a Credit Card Transaction
Splitting a Deposit

Using Memorized Payees
Changing QuickFill Options
Memorizing and Recalling Payees Manually
Editing and Deleting Memorized Payees

Scheduling Transactions
Scheduling Individual Transactions
Setting Up a Transaction Group
Scheduling Transactions on the Calendar
Adding Notes to the Calendar

Balancing a Checkbook
Reconciling a Bank Statement
Printing a Reconciliation Report
Correcting Differences


Creating Reports
Creating an EasyAnswer Report
Working with a Report
Customizing a Report
Matching Report Items
Printing a Report
Creating Reports
Creating an EasyAnswer Report
Working with a Report
Customizing a Report
Matching Report Items
Printing a Report
Working with Graphs
Creating a Graph
Displaying Information in Graphs
Creating a Net Worth Graph
Customizing Graphs
Printing Graphs
Tracking Loans
Setting up a Loan
Adjusting the Interest Rate
Making a Loan Payment
Using Budgets
Setting up a Budget
Creating Budget Reports and Graphs
Working with Asset and Liability Accounts
Setting Up Asset and Liability Accounts
Using Asset and Liability Accounts
Updating the Balances of Asset and Liability Accounts
Creating Investment Accounts
Setting Up a Standard Brokerage Investment Account
Recording Security Price History
Using Investment Accounts
Buying and Selling Shares
Updating Prices
Creating Investment Reports
Creating Investment Graphs
Working with Category Groups
Setting up a Category Group
Managing a Category Group
Removing a Category from a Category Group
Budgeting with a Category Group
Using Online Account Services
Using Quicken’s Online Account Services
Enabling Accounts for Online Services
Setting Up an Online Payee
Creating an Online Payment
Creating a Repeating Online Payment
Sending Online Payments
Canceling an Online Payment