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Quicken for Personal Finance Course
Course
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Alicia Katz 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
Course Length
CPE Credits
Delivery Method
QAS Self Study
Field of Study
Accounting
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 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! 1 section
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Completion
The following certificates are awarded when the course is completed:
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Royalwise Credit Certificate |
