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Bobbi Sandberg - Quicken 2016 The Official Guide

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Quicken 2016 The Official Guide: summary, description and annotation

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Fully authorized by Intuit, this practical volume has been revised to cover the latest release of the #1 bestselling personal finance software. You will learn how to manage finances, save money, and find current balanceseven via mobile devices. The book provides professional advice that will help you reduce debt, stay on budget, save money, and plan for a secure financial future.

Quicken 2016: The Official Guide offers complete coverage of setting up and balancing personal banking and credit accounts, paying bills and viewing accounts online, and tracking and managing investments. Readers will get step-by-step instructions, examples, and illustrations. This comprehensive guide contains full details on all-new investment tools and updated loan and budgeting features.

  • Covers mobile use on both Apple and Android platforms, including banking, credit card, and investment sync online
  • In My Experience sidebars highlight the benefits of specific features
  • Written in a no-nonsense, practical style by Intuit Certified Professional Advisor Bobbi Sandberg
  • Bobbi Sandberg: author's other books


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    Copyright 2016 by McGraw-Hill Education All rights reserved Except as - photo 1

    Copyright 2016 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, with the exception that the program listings may be entered, stored, and executed in a computer system, but they may not be reproduced for publication.

    ISBN: 978-1-25-958974-4
    MHID: 1-25-958974-9

    The material in this eBook also appears in the print version of this title: ISBN: 978-1-25-958973-7, MHID: 1-25-958973-0.

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    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.

    Quicken is a trademark of Intuit Inc., registered in the U.S. Patent and Trademark Office, and used by McGraw-Hill Education under license.

    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, 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 2011 The Official Guide, Quicken 2012 The Official Guide, Quicken 2013 The Official Guide, Quicken 2014 The Official Guide, Quicken 2015 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 willingness to always be there, for her wonderful can-do attitude, and positive outlook! She is a joy to work with!

    The Quicken team, especially Sangeetha Saradha for her knowledge, patience, and willingness to answer strange questions at all hours. She is kindness and professionalism personified. Her team is responsive and helpful and we are honored to work with each team member!

    The support team at McGraw-Hill Education, which includes a very special group: Janet Walden, James Kussow, and LeeAnn Pickrell. These folks are just plain terrific and are appreciated more than they can know.

    Patty Wallenburg of TypeWriting, a composition genius, is someone who knows what can be done and just does it. She is always supportive, professional, knowledgeable, and great fun.

    The technical editor, Mary Higgins, is the best in the galaxy. Her skills, suggestions, support, and ability improve each word of the manuscript. 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 such an important part of the team. Her talent is amazing, and I so appreciate all she does.

    Claire Splan, proofreader and wonderful indexer, who always makes any publication better with her 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.

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