Quicken for Personal Finance Course
Course
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Quicken personal finance software tracks your income, expenses, budget and tax deductions to make your tax returns easy.
Course Description
Quicken is personal financial management software. Not only is it a digital checkbook, it can help you monitor your investments as well. Get the big picture of your financial health, and have all the deductions at your fingertips come tax time.
What You’ll Learn
- Setting up a new file
- Setting up your bank accounts
- Setting up your credit cards
- Setting up your investment holdings
- Creating your list of Tags
- Using the automatic import of transactions
- Writing & printing checks
- Reconciling
- Budgeting
- Running reports
- Getting ready for your CPA
Instructional LevelBeginner to Intermediate
Course Length2 hours
Course Credits2 CPE, Certificate of Completion
Field of StudyAccounting/Bookkeeping Delivery MethodQAS/Self Study Suggested Prerequisites
Who should take this QuickBooks Online Best Practices class?
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Refunds & Cancellations
Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.
Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Course Updated: December 2021
Here is the course outline:
1. Download the HandoutDownload the handout that goes with the course. 1 section
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2. Watch the Videos: Quicken for Personal FinanceQuicken is personal financial management software. Not only is it a digital checkbook, it can help you monitor your investments as well. Get the big picture of your financial health, and have all the deductions at your fingertips come tax time. 6 sections
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3. Take the QuizTake this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points! 2 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise Credit Certificate |