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Organize Your Money With Quicken - Basic & Advanced
Rating: 4.0 out of 5(138 ratings)
774 students

Organize Your Money With Quicken - Basic & Advanced

Learn Step by step through Quicken basic & advanced technical parts - Understand how to use Quicken Home and Business
Last updated 1/2020
English

What you'll learn

  • Using and Navigating Quicken
  • Working with Cash on Hand
  • Setting Up for Paypal
  • Categorizing Transactions
  • Part Business/Part Personal Transactions
  • Tracking Cash Purchases
  • Montoring Cash Position
  • Tracking Mileage
  • Securing Your Data
  • Working with PayPal fo Business
  • Understanding Financial Statements
  • Working with Uncategorized Transactions
  • The Difference Between Accounting and Tax Statements
  • Invoicing Clients
  • Accounging for Recievables
  • Working With Personal Funds
  • Crediting An Invoiced Client
  • Making Sales On An Affiliate Platform
  • Creating an Categories for An Affiliate Sale
  • Borrowing From Your Credit Card
  • Paying Back Your Credit Card
  • Outsourcing Expenses
  • Buying Items for Resale
  • Selling Items As Inventory
  • Tracking Your Bitcoin Value

Course content

2 sections39 lectures3h 34m total length
  • Getting Started With Quicken3:38
  • Which Version of Quicken Do I Need1:54

    Identify the right Quicken version for your needs; the home and business subscription separates expenses, tracks profit and loss, and delivers tax statements with ongoing support and automated data import.

  • Navigating Quicken3:13
  • Initial File Security Operations2:09
  • Set Up Cash On Hand4:15
  • Set Up Paypal Standard3:07
  • Categorize Your Transactions4:48
  • Setting Up A Second Or Paypal Business Account2:32
  • Setting Up Checking1:57
  • Working With Uncategorized Transactions1:32
  • Categorizing Payments That Come Out Of Your Account4:51
  • Memorizing Payments And Payees2:06

    Memorize regular payments and payees in Quicken via the tools area to route transactions into the same category and reduce manual work.

  • Tracking Receipts2:22

    Learn how Quicken tracks receipts by attaching them to transactions, using the print menu to save receipts as PDF, and organizing attachments for tax-time backups in the cloud.

  • Accounting for Part Business, Part Personal And Splitting Transactions2:44
  • Tracking Cash Purchases1:48
  • Monitoring Cash Position With Calendar3:27
  • Is My Business Profitable2:50
  • Using Your Mobile Device To Track Transactions2:37
  • Tracking Mileage In Quicken2:00
  • Is My Data Secure2:40
  • Bonus - Webinar47:16

Requirements

  • There are no requirements for this course

Description


- How to use Quicken Home and Business

There really is a reason that large companies, publicly traded, privately held, start ups and long time business owners ALL rely on financial statements.

Whether you are just learning how to use financial software, or you'r an old pro, understanding how to use it to get organized is vital to help you to make the right decision for the right reason.

Think of what it would be like to look at something that you want to buy or something you need to invest in, and be confident as to what kind of impact it can and will have in your business. Once you understand the fundamentals of your financial statements, you can make solid decisions about everything you do in business.

In this course, you’ll find out how to use Quicken Home and Business to create easy to use financial statements.

Topics covered:

  • Using and Navigating Quicken

  • Working with Cash on Hand

  • Setting Up for Paypal

  • Categorizing Transactions

  • Part Business/Part Personal Transactions

  • Tracking Cash Purchases

  • Monitoring Cash Position

  • Tracking Mileage

  • Securing Your Data

  • Working with PayPal for Business

  • Understanding Financial Statements

  • Working with Uncategorized Transactions


- Quicken Advanced

If you’re like most people, you’re going to be super excited about what you’re about to learn about putting your own business financial system in order.


But, it’s possible that you also may be like most people in that the “boring detail” stuff slows you down. In fact, it makes some people give up altogether.

This video-course will take you step by step through the technical parts of understanding how to use Quicken Home and Business.

You will learn:

  • The Difference Between Accounting and Tax Statements

  • Invoicing Clients

  • Accounting for Receivables

  • Working With Personal Funds

  • Crediting An Invoiced Client

  • Making Sales On An Affiliate Platform

  • Creating an Categories for An Affiliate Sale

  • Borrowing From Your Credit Card

  • Paying Back Your Credit Card

  • Outsourcing Expenses

  • Buying Items for Resale

  • Selling Items As Inventory

  • Tracking Your Bitcoin Value



- Quicken Introduction -

Quicken is a personal finance management program created by Intuit, the makers of QuickBooks. Whereas QuickBooks was developed for businesses who wanted handle the bulk of their accounting in-house, Quicken was designed for the home-based or small business user who wants to manage their finances using a feature-rich, intuitive accounting program that's simple to use.

Quicken software gives you the power to do more than just log your finances and manage your bills. It can also be used to create a budget and better manage your money. If you're like the majority of the population and find yourself living paycheck to paycheck, you can use Quicken to track where your money is spent, then change your spending habits to allow more for savings. Quicken will show you, at a glance, where your money is going so you can better spend - and better save. What's more, it will also help you plan for the future by helping you manage investments.

Just as they are more than several ways that you can use Quicken to manage your money and finances, there are also several versions of Quicken that you can use. Each version is tailored to a specific user and ensures that Quicken is the exact program that you need. For example, someone who simply wants to manage their bank accounts and categorize transactions would do fine with the Starter Edition. However, someone who wants to track investments in addition to managing bank accounts would do better with Premier.

The version that you choose to purchase should be determined by your financial and accounting needs. Take a look at the screenshot below taken from the Intuit website. Each version of Quicken is listed, along with the features that each contains. You should choose the version that contains the features that you'll need as you use the program.


What's New in Quicken

All versions of Quicken come jam packed with new features and tools to give you more reasons to use the program - and more ways to benefit from it. Let's take a look at the major improvements included in the latest release.

These improvements include:


  1. The ability to snap pictures of receipts using your phone or tablet, then store and track them using Quicken. This makes tracking spending and tax deductions easier than ever.


  2. The Quicken mobile app makes it easy to check your finances right from your phone or tablet. Plus, you can get email and text alerts when unusual transactions occur. Simply download the mobile app from your phone's app store, then sign into your Intuit account to get started.


  3. The ability to view bills directly from the register. It makes it easy to track bills that are coming due and estimated future balances.

ref: universal class

Who this course is for:

  • For you that wants to learn How to Organize Your Money