Skip to content
View menu
Royalwise OWLS (On-demand Web-based Learning Solutions)
Log in
QBO Video Courses

Quicken for Personal Finance


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $37 or enter access code

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.

 

 

You’ll learn about

  • 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

 

After completing this course, you will be able to

  • Set up a new Quicken file
  • Connect your bank accounts and credit cards for easy data import
  • Categorize income and expenses
  • Run reports for tax time

 

Instructional Level

Basic

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Study

Suggested Prerequisites

  • A copy of Quicken for Mac or PC

    Who should take this QuickBooks Online Best Practices class?

    • Households who want to track and analyze where their money is going
    • Investors who want to see the value of their holdings, and their net worth, all in one place

     

    Other learners purchased these courses after completing this class:  

    Explore new topics & join the hundreds of other business owners & accounting professionals who have enrolled in these courses after completing this class!

     

              

       

      Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

      Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

      Discover why so many business owners & accounting professionals are taking advantage of a Royalwise OWLS membership to gain valuable skills, earn CPE credit, & make more money.

      With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!

       

      OWLfred says, "Silver membership pays for itself in just two courses per month!"

       

       

      Refunds & Cancellations

      Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

       

      Royalwise Solutions Inc. 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 Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

      Course Updated: December 2021

      Course Updated: February 2023

      Here is the course outline:

      1. Download the Handout

      Download the handout that goes with the course.

      2 sections
      Download the handout here
      Glossary of Terms

      2. Watch the Videos: Quicken for Personal Finance

      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.

      7 sections
      Getting Started
      Accounts
      Investments
      Reports
      Budgets
      Conclusion
      Review Questions: Quicken for Personal Finance

      3. Take the Quiz

      Take 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
      Quiz: Quicken for Personal Finance
      Evaluation & Participation Survey

      Completion

      The following certificates are awarded when the course is completed:

      Royalwise CPE Certificate
      Back to top