Stephen L. Nelson - Quicken X For Dummies

Quicken 2013 For Dummies

by Stephen L. Nelson, MBA, CPA

Quicken 2013 For Dummies

Published by
John Wiley & Sons, Inc.
111 River St.
Hoboken, NJ 07030-5774

www.wiley.com

Copyright 2013 by John Wiley & Sons, Inc., Hoboken, New Jersey

Published by John Wiley & Sons, Inc., Hoboken, New Jersey

Published simultaneously in Canada

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions .

Trademarks: Wiley, the Wiley logo, For Dummies, the Dummies Man logo, A Reference for the Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates in the United States and other countries, and may not be used without written permission. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book.

Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Website is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Website may provide or recommendations it may make. Further, readers should be aware that Internet Websites listed in this work may have changed or disappeared between when this work was written and when it is read. FULFILLMENT OF EACH COUPON OFFER IS THE SOLE RESPONSIBILITY OF THE OFFEROR.

For general information on our other products and services, please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002.

For technical support, please visit www.wiley.com/techsupport .

Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at http://booksupport.wiley.com . For more information about Wiley products, visit www.wiley.com .

Library of Congress Control Number: 2012948921

ISBN 978-1-118-35640-1 (pbk); ISBN 978-1-118-46195-2 (ebk); ISBN 978-1-118-51216-6 (ebk); ISBN 978-1-118-51219-7 (ebk)

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

About the Author

Stephen L. Nelson is a CPA in Redmond, Washington. Nelson has an undergraduate degree in accounting, a Master of Business Administration degree in finance, and a Master of Science degree in taxation. Hes spent three decades helping individuals, real estate investors, and businesses manage their finances usually, in part, by better use of computer systems such as Quicken.

As corny as it sounds, Steve truly enjoys writing books that make using personal computers easier and more fun. In fact, a substantiated rumor that appeared first in The Wall Street Journal says Steve has written more than 150 computer books.

Steve is the best-selling author on the Quicken product. In fact, John Wiley & Sons, Inc., recently tallied up Steves Quicken For Dummies sales and darned if the publisher hasnt printed more than one million copies!

Authors Acknowledgments

I want to acknowledge the help of two groups. First, a huge thanks to the wonderful folks at Intuit who helped me by providing the beta software and other friendly assistance for this and past editions of this book, especially including Roger Kimble, Dale Knievel, Laura Messerschmitt, Aaron Patzer, Kjirsten Petersen, and Jayme Ringer.

Another big thank-you goes to the editorial folks at John Wiley & Sons, Inc., including Kevin Kirschner (project editor), Virginia Sanders (copy editor), and Bob Woerner (executive editor). Thanks also to David Ringstrom for his technical assistance and superb attention to detail. Finally, thanks, too, to the composition staff.

Publishers Acknowledgments

Were proud of this book; please send us your comments at http://dummies.custhelp.com . For other comments, please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002.

Some of the people who helped bring this book to market include the following:

Acquisitions, Editorial, and Vertical Websites

Project Editor: Kevin Kirschner

Executive Editor: Bob Woerner

Copy Editor: Virginia Sanders

Technical Editor: David H. Ringstrom

Vertical Websites:

Editorial Assistant:

Sr. Editorial Assistant: Cherie Case

Cartoons: Rich Tennant ( www.the5thwave.com )

Composition Services

Project Coordinator: Patrick Redmond

Layout and Graphics: Carrie A. Cesavice, Corrie Niehaus, Julie Trippetti

Proofreaders: John Greenough, Penny Stuart

Indexer: Cheryl Duksta

Publishing and Editorial for Technology Dummies

Richard Swadley, Vice President and Executive Group Publisher

Andy Cummings, Vice President and Publisher

Mary Bednarek, Executive Acquisitions Director

Mary C. Corder, Editorial Director

Publishing for Consumer Dummies

Kathleen Nebenhaus, Vice President and Executive Publisher

Composition Services

Debbie Stailey, Director of Composition Services