Skip to content
Live Classes and Webinars

Quicken: Managing Personal Finances Class


Course
Alicia Pollock

Sat., 12/7/19 @ 2-4pm PST. Quicken personal finance software tracks your income, expenses, budget and tax deductions to make your tax returns easy.

Class Description

Quicken personal finance software tracks your income, expenses, budget and tax deductions to make your tax returns easy.

Instructional Level

Beginner through Advanced 

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

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

Can't make this class?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the class

Sat, 12/7/19 from 2-4pm PST. Click the links below for instructions.

Please let us know how you will be attending!
How to connect to the Zoom webinar
Where to attend in person

2. Download the Handout

Sat, 12/7/19 from 2-4pm PST

Download the handout here

3. Watch the Recording

This is the recording of the class you attended. Watch and rewatch it until it all makes sense!

Using Quicken

4. 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
Back to top