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QBO Video Courses

Quicken for Personal Finance


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $27 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.

 

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

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 Level

Basic

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Accounting

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:  

        

       

       

      Why pay full price? Sign up for a Royalwise OWLS Membership
      and get this course and more for one low monthly price.
      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

      Here is the course outline:

      1. Download the Handout

      Download the handout that goes with the course.

      pageText Download the handout here

      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.

      pageText Getting Started
      pageText Accounts
      pageText Investments
      pageText Reports
      pageText Budgets
      pageText Conclusion
      quiz 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!

      quiz Quiz: Quicken for Personal Finance
      pieChart Evaluation & Participation Survey
      quiz Participation Quiz

      Completion

      The following certificates are awarded when the course is completed:

      Royalwise CPE Certificate
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