Copyright 2013 by The McGraw-Hill Companies. 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: 978-0-07-180444-8
MHID: 0-07-180444-7
The material in this eBook also appears in the print version of this title: ISBN: 978-0-07-180443-1, MHID: 0-07-180443-9.
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 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 e-mail us at bulksales@mcgraw-hill.com.
Information has been obtained by McGraw-Hill from sources believed to be reliable. However, because of the possibility of human or mechanical error by our sources, McGraw-Hill, or others, McGraw-Hill 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 The McGraw-Hill Companies, Inc. (McGraw-Hill) 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-Hills 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 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 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 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 has no responsibility for the content of any information accessed through the work. Under no circumstances shall McGraw-Hill 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 FAVORITES THE SPECIAL GROUP: Al, Anne, Barb, Cena, Don, Elsie, Jim, Paul, Randy, Roger, and Trevor, as well as to their special people: Phyllis, Bill, Jerry, Aurora, and Darlene. The years of friendship, caring, laughter, and foodie Fridays are such a special part of my life.
Thanks as well to two awesome folks, John B and Brynn D, for their encouragement, understanding, and help. Youll never know how much you are both appreciated.
Also, for the always helpful attitude, friendly information, and willing assistance, a special thanks to Anne Bobinac and the team at Whidbey Island Bank! We are fortunate to have you folks in our world.
And, of course, to my kids, their kids, and, as ever and always, to Sandy.
Contents
Acknowledgments
This book, like most others, is the end product of a lot of hard work by many people. Among them are
Megg Morin, acquisitions editor at McGraw-Hill, for her amazing humor, knowledgeable suggestions, sunny disposition, and always positive outlook! One could not ask for anyone better with whom to work!
The folks at Intuit, especially Peter Everett for his kindness and patience when answering all our questions and his willingness to find the best information during a time of terrific pressure at his place! He and his team are the BEST!
Gratitude and blessings to Patty Mon, the finest editorial supervisor on the planet, and Patty Wallenburg, the project manager who always comes through with grace, efficiency, and great humor. Both of the Pattys are colleagues of the highest caliber, and their expertise and professionalism makes life happier when we get to work together!
Our terrific technical editor Mary Higgins, whose suggestions, skills, and abilities make any manuscript better!
Our wonderfully skilled copy editor, Lisa McCoy; adept proofreader, Paul Tyler; and wonderful indexer, Jack Lewis, who always make any publication better with their knowledge and talents!
Introduction
Choosing Quicken Personal Finance Software to organize your finances was a great decision. Quicken has all the tools you need to manage your personal finances. Its well-designed, intuitive interface makes it easy to use. And its online and automation features make entering transactions and paying bills a snap. But if that isnt enough, Quicken also offers features that can help you learn more about financial opportunities that can save you time and moneytwo things that often seem in short supply.
This introduction tells you a little about the book, so you know what to expect in the chapters to come.
About This Book
This book tells you how to get the most out of Quicken. It starts by explaining the basicsthe common, everyday tasks that you need to know just to use the program. It then goes beyond the basics to show you how to use Quicken to save time, save money, and make smart financial decisions. Along the way, it shows you most of Quickens features, including many that you probably didnt even know existed. Youll find yourself using Quicken far more than you ever dreamed you would.
Assumptions
This book makes a few assumptions about your knowledge of your computer, Windows, Quicken, and financial management. These assumptions give you a starting point, making it possible to skip over the things that you are assumed to already know.
What You Should Know About Your Computer and Windows