Quicken for Personal Finance Course

Course

Alicia Pollock

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.

Instructional Level

Beginner

Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Prerequisites

A copy of Quicken for Mac or PC

Who should take this 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

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

Here is the course outline:

Download the handout that goes with the course.

1 section

Download the handout here (not required)

6 sections

Getting Started

Accounts

Investments

Reports

Budgets

Conclusion

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!

1 section

Participation Quiz

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate