Quicken All-in-One Desk Reference For Dummies (eBook)

Gail A. Perry is a licensed CPA, financial journalist, author, speaker, and instructor. Gail prides herself on her ability to present technical subjects in plain English and often with a touch of humor. Gail is a contributing editor at Accounting Today magazine, the premiere business newspaper for the tax and accounting community. Gail is a former senior tax accountant with the Big Four accounting firm, Deloitte, where she provided tax planning services and financial advice to individuals and small businesses. She continues to maintain a tax and financial consulting practice for about 50 clients. An accomplished freelance writer, Gail is the author of 18 books and coauthor of several more on various aspects of personal finance, taxation, and financial software. Some of her titles include Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income, Show Me QuickBooks, TurboTax: The Official Guide, and TurboTax For Dummies. She has also written hundreds of articles for newspapers, magazines, and financial Web sites, and was a weekly tax columnist for five years for the Indianapolis Star and Indianapolis News daily newspapers. Gail is a former college accounting instructor and has been teaching adult computer classes (including Quicken) since the mid-1980s. She currently teaches an online personal finance course. She has a bachelor's degree in journalism and English from Indiana University.

Introduction.

Book I: Personal Finance Basics.

Chapter 1: Earning Income and Investing.

Chapter 2: Paying Bills.

Chapter 3: Budgeting.

Chapter 4: Protecting Yourself.

Chapter 5: Planning for the Future.

Book II: Quicken Basics.

Chapter 1: Setting Up Quicken.

Chapter 2: Using the Register.

Chapter 3: Managing Your Accounts.

Chapter 4: Reconciling an Account.

Chapter 5: Introducing Online Banking Services.

Book III: Investments.

Chapter 1: Quicken and Investments.

Chapter 2: Your Portfolio.

Chapter 3: Monitoring Your Tax-Deferred Retirement Accounts.

Chapter 4: Watch Lists and News You Can Use.

Book IV: Household Finances.

Chapter 1: Borrowing Money.

Chapter 2: Using a Credit Card Account.

Chapter 3: Your Home.

Chapter 4: Quicken Billminder and Bill Pay.

Chapter 5: Budgeting in Quicken.

Book V: Taxes.

Chapter 1: The Quicken Tax Center.

Chapter 2: Entering Tax-Friendly Information.

Chapter 3: Tax Reports You Can Use.

Chapter 4: Interfacing with TurboTax.

Chapter 5: Tax Planning with Quicken.

Book VI: Retirement Planning and Other Saving.

Chapter 1: The Quicken Financial Planner.

Chapter 2: Tracking Your Retirement Savings in Quicken.

Chapter 3: Savings Goals.

Chapter 4: Saving for College.

Chapter 5: Automating Your Savings Program.

Book VII: Quicken Reports.

Chapter 1: Creating QuickReports.

Chapter 2: Quicken's Standard Reports.

Chapter 3: Customizing Reports.

Chapter 4: Printing and Saving Reports.

Book VIII: Small Business Finances.

Chapter 1: Quicken Premier Home & Business.

Chapter 2: Tracking Accounts Payable and Accounts
Receivable.

Chapter 3: Tracking Jobs and Payroll.

Chapter 4: Recording Fixed Assets.

Chapter 5: Business Forms and Reports.

Book IX: Appendixes.

Appendix A: Backing Up Data.

Appendix B: Aggravating Things About Quicken.

Appendix C: Resources for Personal Finance.

Appendix D: Getting Help with Quicken.

Index.