Sandberg - Quicken 2017 The Official Guide

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This book is dedicated to my clients, all of my wonderful students, past and present,
and the great team at McGraw-Hill Education. And, as always, to Sandy.

Bobbi Sandberg has long been involved with computers, accounting, and writing. She is a retired accountant currently filling her time as a trainer, technical writer, and small-business consultant. As a Quicken user since the program launched in the 1980s and a Quicken teacher since its inception, she knows the questions users ask and gives easy-to-understand explanations of each step within the program. She teaches at several venues, offering step-by-step instruction in a variety of computer applications. Her extensive background, coupled with her ability to explain complex concepts in plain language, has made her a popular instructor, consultant, writer, and speaker. She has authored and co-authored more than a dozen computer books, including Quicken 2012 The Official Guide, Quicken 2013 The Official Guide, Quicken 2014 The Official Guide, Quicken 2015 The Official Guide, Quicken 2016 The Official Guide, Genealogy QuickSteps, Microsoft Office 2013 QuickSteps, and QuickBooks 2016: The Guide for Small Business Success.

Mary Higgins is a long-time Quicken user, having used each version since 1999. She enjoys pushing the limits of what the software is intended to doclicking every button, navigating every menu path, reading the help files, etc. She reads and posts on the Quicken forums and finds it interesting to see how others are using Quicken and the different approaches to resolving issues.

Acknowledgments

This book, like most others, is the end product of a lot of hard work by many people. Among them are

Wendy Rinaldi, sponsoring editor at McGraw-Hill Education, for her ability to hear both spoken and unspoken words, her professionalism, her wonderful can-do attitude, and ALWAYS positive outlook! She creates an atmosphere that makes working a joy.

The Quicken team, especially Sangeetha Saradha. Sangeetha is knowledgeable, willing to help, patient, and a delight with which to work. Her experience and wonderful attitude, along with her great team, make this project so pleasant. We are honored to work with each team member!

The support team at McGraw-Hill EducationClaire Yee, Janet Walden, and too many other names to mentionis appreciated much more than words can express. The end result is because of their hard work and dedication.

Patty Mon, the project editor, is, without a doubt, one of the gems of this project. Always on point; consistently watching all phases of the project; and always caring, fun, and professional. We each benefit from her expertise and constant understanding of what is required.

The other Patty in our group, Patty Wallenburg of TypeWriting, a composition genius, always gives us her skillful and clever best. She is unfailingly proficient and an artist with graphic presentation, not to mention habitually, awesomely, great! To have BOTH of the Pattys on the project assures you, the reader, that each word is presented in such a way as to make your understanding as clear as possible.

The technical editor, Mary Higgins, is the brightest star in the galaxy. Her technical expertise, quick understanding, and ability to hone in with the most important ideas in the manuscript, makes each chapter more readable. She is an amazing ally and a wonderful editor. Thank you, Mary, for all that you do.

Lisa McCoy, the most adroit copy editor, is wonderful. She can see through typos, understands strangely phrased sentences, and always finds the right way to say anything. She is the best of the best, and her talent is amazing.