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QBO Video Training

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:

1. Download the Handout

Download the handout that goes with the course.

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.

Using Quicken

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!

Participation Quiz

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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