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Introduction to Quicken 2004
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| Price: |
$99.00 |
| Business Focus: |
Computer Applications |
| Instructor: |
Craig Power |
| Course Code: |
qkn |
| Delivery Method: |
Instructor-led Online Course |
| Frequently Asked Questions |
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| Course Overview: |
| Learn how Quicken can help you organize tax receipts; track investments; amortize loans; balance your checkbook; categorize, subcategorize, split and schedule transactions of any type; print checks; pay bills electronically; download stock quotes; and more. |
| Instructor Biography: |
| Craig Power is a UCLA graduate who created custom accounting software for government agencies and developed an online course delivery and marketing platform used by more than 1000 colleges and universities around the world. He served as the science department chair at a Los Angeles high school, wrote and co-directed an interactive cellular biology video for the Los Angeles Unified School District, taught technology courses for a San Diego college, started a nationwide training network, and has worked in adult continuing education for more than fifteen years. He currently serves as an Executive Vice President for a large and well-known academic publisher that specializes in the areas of technology, law, science, health, and finance. |
| Course Syllabus: |
| Lesson 1 Syllabus |
Creating a file; adding accounts; terminology |
| Lesson 2 Syllabus |
Modifying and printing the category list; account registers |
| Lesson 2 Objective |
Understand the differences and the relationships between files, accounts, and categories. Be able to create one of each. |
| Lesson 3 Syllabus |
Working with transfers, subcategories, and splits |
| Lesson 3 Objective |
Become proficient at using lists to access information, develop consistent habits, and simplify recordkeeping. |
| Lesson 4 Syllabus |
More on split transactions; scheduling payments |
| Lesson 4 Objective |
Learn how to account for a variety of common financial transactions, including transfers, payments, and deposits. |
| Lesson 5 Syllabus |
Liabilities: Credit cards and loans; amortization |
| Lesson 5 Objective |
Be able to schedule important transactions well in advance of their due date. |
| Lesson 6 Syllabus |
Reconciling Quicken accounts with a bank statement |
| Lesson 6 Objective |
Gain an ability to track your credit cards and other liabilities. |
| Lesson 7 Syllabus |
Printing checks |
| Lesson 7 Objective |
Build experience in reconciling your Quicken register to a bank statement. |
| Lesson 8 Syllabus |
Working with investments: the basics |
| Lesson 8 Objective |
Discover how to save time and effort by entering and printing your checks directly from Quicken. |
| Lesson 9 Syllabus |
Investments: dividends, interest, reinvestment, splits, sales |
| Lesson 9 Objective |
Find out how to track the purchase, sale, and income generated by a single mutual fund. |
| Lesson 10 Syllabus |
Advanced investment strategies |
| Lesson 10 Objective |
Grasp the techniques needed to keep a record of all activity within a family of mutual funds. |
| Lesson 11 Syllabus |
Using Quicken's electronic payment and quote services |
| Lesson 11 Objective |
Become adept at tracking the wide variety of investment activities that can occur in a brokerage account. |
| Lesson 12 Syllabus |
Reports and graphs |
| Lesson 12 Objective |
Learn to monitor and analyze the performance of all or some of your investments. |