Contents
Guide
Page List
Copyright 2018 by McGraw-Hill Education. All rights reserved. Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher.
ISBN: 978-1-26-011729-5
MHID: 1-26-011729-4.
The material in this eBook also appears in the print version of this title: ISBN: 978-1-26-011730-1, MHID: 1-26-011730-8.
eBook conversion by codeMantra
Version 1.0
All trademarks are trademarks of their respective owners. Rather than put a trademark symbol after every occurrence of a trademarked name, we use names in an editorial fashion only, and to the benefit of the trademark owner, with no intention of infringement of the trademark. Where such designations appear in this book, they have been printed with initial caps.
McGraw-Hill Education eBooks are available at special quantity discounts to use as premiums and sales promotions or for use in corporate training programs. To contact a representative, please visit the Contact Us page at www.mhprofessional.com.
Information has been obtained by McGraw-Hill Education from sources believed to be reliable. However, because of the possibility of human or mechanical error by our sources, McGraw-Hill Education, or others, McGraw-Hill Education does not guarantee the accuracy, adequacy, or completeness of any information and is not responsible for any errors or omissions or the results obtained from the use of such information.
TERMS OF USE
This is a copyrighted work and McGraw-Hill Education and its licensors reserve all rights in and to the work. Use of this work is subject to these terms. Except as permitted under the Copyright Act of 1976 and the right to store and retrieve one copy of the work, you may not decompile, disassemble, reverse engineer, reproduce, modify, create derivative works based upon, transmit, distribute, disseminate, sell, publish or sublicense the work or any part of it without McGraw-Hill Educations prior consent. You may use the work for your own noncommercial and personal use; any other use of the work is strictly prohibited. Your right to use the work may be terminated if you fail to comply with these terms.
THE WORK IS PROVIDED AS IS. McGRAW-HILL EDUCATION AND ITS LICENSORS MAKE NO GUARANTEES OR WARRANTIES AS TO THE ACCURACY, ADEQUACY OR COMPLETENESS OF OR RESULTS TO BE OBTAINED FROM USING THE WORK, INCLUDING ANY INFORMATION THAT CAN BE ACCESSED THROUGH THE WORK VIA HYPERLINK OR OTHERWISE, AND EXPRESSLY DISCLAIM ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. McGraw-Hill Education and its licensors do not warrant or guarantee that the functions contained in the work will meet your requirements or that its operation will be uninterrupted or error free. Neither McGraw-Hill Education nor its licensors shall be liable to you or anyone else for any inaccuracy, error or omission, regardless of cause, in the work or for any damages resulting therefrom. McGraw-Hill Education has no responsibility for the content of any information accessed through the work. Under no circumstances shall McGraw-Hill Education and/or its licensors be liable for any indirect, incidental, special, punitive, consequential or similar damages that result from the use of or inability to use the work, even if any of them has been advised of the possibility of such damages. This limitation of liability shall apply to any claim or cause whatsoever whether such claim or cause arises in contract, tort or otherwise.
This book is dedicated to my kids, their kids, and the professional team at McGraw-Hill Education.
And, as always, to Sandy.
About the Author
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, Quicken 2017 The Official Guide, Genealogy QuickSteps, Microsoft Office 2013 QuickSteps, and QuickBooks 2016: The Guide for Small Business Success.
About the Technical Editor
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.
Contents
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 and consummate professionalism, as well as her ability to make each person feel important and valuable.
The Quicken team, especially Sangeetha Saradha. Sangeetha is helpful, professional, willing to help, and responsive to any question.
The support team at McGraw-Hill Education, Claire Yee, Janet Walden, and all the names that are not mentioned for their hard work. This teams expertise makes our job easier.
Patty Mon, the project editor, is always one of the gems of this project. She is consistent and helpful during all phases of the project and always caring, fun, and professional. Her experience and supportive attitude are wonderful.
The other Patty in our group, Patty Wallenburg of TypeWriting, is a professionals professional. Her composition experience and her artistic eye make each project better. 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 ability to understand the technical aspects of the program, combined with her vast knowledge of Quicken, make 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.
Claire Splan, proofreader, who always makes any publication better with her knowledge and talents!
Karin Arrigoni, indexer, is the reason you can find quick answers to any questions. Her clear eye for detail and understanding of the overall project make each volume she indexes a minor work of art.