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QuickBooks For Personal Home Finances
Rating: 4.5 out of 5(171 ratings)
2,421 students

QuickBooks For Personal Home Finances

Manage Your Personal, Non-Business, Home Financial Records And Manage Your Time And Schedule Using QuickBooks
Created byMark Smolen
Last updated 5/2022
English

What you'll learn

  • Manage Every Aspect Of Their Personal, Non-Business Finanaces Using QuickBooks
  • Set Up A QuickBooks File For Personal Home Finances
  • Manage And Track Personal Home Expenses
  • Manage And Track Income From Different Jobs And Investments
  • Record And Manage Credit Card Transactions And Statements
  • Make Personal Home Budgets
  • Calculate And Track Interest Paid And Received
  • Find And Fix Data Entry Mistakes In QuickBooks
  • Manage And Master The QuickBooks Register Window
  • Determine Mortgage Payment Components
  • Set Goals For Debt Reduction
  • Use The QuickBooks Calendar, Reminders And To Do Lists, To Manage Your Financial Affairs
  • Record Memorized / Reoccurring Transactions
  • Make Personal Financial Statements
  • Asses Net Worth Of A Person, Estate Or Trust
  • Record Taxable And Non-Taxable Income
  • Record Asset Purchases And Sales
  • Record Salary, Wages, Tax Expenses For Withholdings And W-2 Adjustments
  • Recording Retirement Fund Transactions

Course content

4 sections • 35 lectures • 5h 36m total length

  • Introduction6:22

    This QuickBooks training course will show you how to completely manage every aspect of your personal home finances using QuickBooks. It's better than Quicken, or any other software, for keeping records of home finances.

    These step by step QuickBooks tutorials show you how to handle anything individuals and families need to keep records of.

    You will learn: QuickBooks basics file set up steps such as setting up the chart of accounts for and individual, not a company, and setting the QuickBooks preferences. Then you will learn how to record and track income from different sources, how to pay bills and track your checks and expenses. You can even see how QuickBooks sets budgets and compares budgets to actual spending for your personal financial decision-making needs. You can see pre-tax reports that can help with estates and trusts calculate the interest amount of mortgage and car payments. With the QuickBooks loan manager tool, you can set debt reduction goals to help pay off credit cards as well as track interest deductible expense. It's so great that anyone who watches will be able to sort checks by payee, search and find anything you need in your records very easily and find and fix any record keeping mistake very easily.

    There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun.

    The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions.

    I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

    -Mark


  • QUICKBOOKS better than Quicken for personal home finance4:37

    This video explains why QuickBooks is better for home personal financial  record keeping than Quicken is.  

  • Making A Personal Home Use QuickBooks File4:44

    This video will show you the steps to create a QuickBooks file for home finance and personal use

  • Prepare Your File For Specific Home Use5:16

    This video will show you the specific features in QuickBooks that will make home use easier and better. You will learn a lot about the QuickBooks Software in this video.

  • Putting in Accounts10:39

    You will learn about managing the "chart of accounts". This is like the "general ledger". It's the foundation of personal record keeping

  • Putting in Expenses and Vendors8:46

    You will learn what Vendors are and how they relate to expenses. You will put the vendors on the vendor list and the expenses you pay in the chart of accounts. It's very very easy!!

  • Input Income Sources6:42

    In this lecture, you will put your income sources in to QuickBooks. Income Sources are the different places you get money coming in to you such as: Your weekday job, your weekend job, you stock dividends and so on

  • Reports and Icons8:45

    You will learn all about using QuickBooks reports for home finance. You will learn how best to utilize the icon bar.

  • Depositing Income9:41

    You will learn how to record in to QuickBooks all of the different typse of income you get.

  • Expenses and buying things9:18

    This video will show you how to record paying for expenses and paying for purchases

  • Credit card Transactions10:38

    This video will show you how to record your personal credit card transactions

  • Checking Results and Finding Things11:13

    This video will show you how to find the results of the transactions you entered. It will help you fix mistakes

  • Exercise in Home finance3:17

    This is your practice project to see how well you learned!!

  • Search and Find anything you need any time you need it !!13:43

    This video will show you how to use the special tools in QuickBooks to find anything you are looking for

  • Making a Home Budget5:36

    You will learn how to set up a home budget and compare your spending to your budget

  • Time management Tools10:11

    This video will show you how to use QuickBooks "time management" tools like the "reminders" window, the "to do" list and the calendar inside QuickBooks

  • Using the Loan Manager Tool16:42

    The loan manager will help you manage your personal loans like your mortgage, car loan or credit card debt.

  • Debt reduction Goal Settting9:55

    This video will use what you learn about the loan manager to set goals on how to repay loans or credit card debt

  • Memorizing Transactions10:24

    You will lean how to memorize transaction so that QuickBooks can enter them automatically for you OR just remind you when to enter them. It's usually used for recurring transaction.

  • Lending Money To A Friend (Or Family)6:49

    Record an informal loan to a family member or friend as a current asset loan receivable; track repayments with deposits and reflect changes in the trial balance.

  • QuickBooks For Finance Companies21:10

    Use QuickBooks to run a finance company, set up chart of accounts, track principal balances and interest on loans, issue invoices, apply finance charges, manage payments, and monitor interest income.

Requirements

  • Basic Computer Skills
  • Elementary School Math

Description

Would you like to go quickly from beginner to expert for everything that anyone could need when using QuickBooks for persona, non-business home finances? This ground-breaking new course will any individual, family estate or trust, anything they could need when using QuickBooks Desktop for financial record keeping.

This ground-breaking QuickBooks training course will show you how to completely manage every aspect of your personal home finances using QuickBooks Desktop. It's better than Quicken, or any other software, for keeping records of home finances.

These easy, step-by-step QuickBooks tutorials show you how to handle anything individuals and families need to keep financial records of. You will have all your finances organized and managed smoothly with the help of QuickBooks. Learning what you need to know from this fun and easy course, will give you the ability to asses your financial position and see how well you are doing over time.

You don’t need any prior knowledge of: accounting, computers or QuickBooks to start studying this video series and before you know it, this course will give you everything you need for you to manage your money and even help manage your time! There are a variety of features in QuickBooks that will make personal financial management skills work perfectly for you.

You will learn how to:

Set Up A QuickBooks File For Personal Home Finances

Manage And Track Personal Home Expenses

Manage And Track Income From Different Jobs And Investments

Record And Manage Credit Card Transactions And Statements

Make Personal Home Budgets

Calculate And Track Interest Paid And Received

Find And Fix Data Entry Mistakes In QuickBooks

Manage And Master The QuickBooks Register Window

Determine Mortgage Payment Components

Set Goals For Debt Reduction

Use The QuickBooks Calendar, Reminders And To Do Lists, To Manage Your Financial Affairs

Record Memorized / Reoccurring Transactions

And.. as a new bonus section to this amazing course, …

Make Personal Financial Statements

Asses Net Worth Of A Person, Estate Or Trust

Record Taxable And Non-Taxable Income

Record Asset Purchases And Sales

Record Salary, Wages, Tax Expenses For Withholdings And W-2 Adjustments

Recording Retirement Fund Transactions

And Many More!!


There are “follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks easy and fun.

The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions.

I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

-Mark

Who this course is for:

  • Home owners with families who need to manage their personal financial record keeping
  • Agents, contractors and other sole proprietors that use personal property for business
  • Wills, Estates And Trusts will need this kind of personal finacial data
  • Those who have several sources of income and assets and need to track them easliy

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