Quicken 2008

Topic-Level Outline

Days: 1

Prerequisites: Windows XP: Basic or equivalent experience

Unit 1 : Getting started

Topic A: 0 Introducing Quicken 2008

A-1: Starting Quicken and exploring its centers

A-2: Opening a data file

A-3: Viewing the Account List window

A-4: Exploring an account register

A-5: Exploring categories

Topic B: 0 Getting Help and closing Quicken

B-1: Using the Search Quicken Help tab

B-2: Using the Current Window and Troubleshooting this Window commands

B-3: Using the How Do I menu

B-4: Closing Quicken

Unit 2 : Setting up accounts and entering transactions

Topic A: 0 Creating data files and accounts

A-1: Creating a data file

A-2: Creating a checking account

A-3: Creating a credit card account

Topic B: 0 Entering transactions

B-1: Entering checks

B-2: Entering a split transaction

B-3: Entering a transfer

B-4: Observing a postdated transaction

Topic C: 0 Memorized and scheduled transactions

C-1: Entering a memorized transaction

C-2: Creating and entering a scheduled transaction

Topic D: 0 Using the Calendar

D-1: Entering a transaction in the Calendar

D-2: Creating a note

Unit 3 : Managing transactions and categories

Topic A: 0 Modifying transactions

A-1: Editing a simple transaction

A-2: Editing a split transaction

A-3: Deleting a transaction and voiding a check

A-4: Adding a transaction type to the Num list

A-5: Moving and copying transactions

Topic B: 0 Finding and replacing transactions

B-1: Finding transactions

B-2: Replacing field entries in multiple registers

Topic C: 0 Managing categories

C-1: Creating a category and subcategory

C-2: Recategorizing multiple transactions

C-3: Showing and creating tags

C-4: Assigning a transaction to a tag

Unit 4 : Managing accounts and data files

Topic A: 0 Reconciling accounts

A-1: Reconciling a checking account

A-2: Entering a balance adjustment

Topic B: 0 Modifying accounts

B-1: Editing account attributes

B-2: Hiding and unhiding an account

B-3: Deleting an account

Topic C: 0 Managing data files

C-1: Renaming a data file

C-2: Copying a data file

Unit 5 : Budgets, reports, and graphs

Topic A: 0 Working with budgets

A-1: Creating a budget automatically

A-2: Modifying a budget

A-3: Setting up a transfer to savings

Topic B: 0 Working with reports

B-1: Working with EasyAnswer reports

B-2: Creating an Income/Expense report

B-3: Customizing a report

B-4: Saving a customized report

B-5: Using the QuickZoom feature

B-6: Using minireports

B-7: Previewing and printing a report

Topic C: 0 Working with graphs

C-1: Creating and working with an Income/Expense graph

C-2: Creating and working with a Spending graph

Unit 6 : Customizing Quicken and protecting data

Topic A: 0 Customizing Quicken

A-1: Customizing the Quicken Home Center view

A-2: Customizing the Quicken toolbar

A-3: Working with register options

Topic B: 0 Protecting and backing up data

B-1: Setting a password for modifying transactions

B-2: Setting a password for a data file

B-3: Removing passwords

B-4: Creating a backup

B-5: Scheduling backup reminders