Online Class: Quicken Tutorial — All Versions

Quicken is a personal finance management program created by Intuit, the makers of QuickBooks. Whereas QuickBooks was developed for businesses who wanted handle the bulk of their accounting in-house, Quicken was designed for the home-based or small business user who wants to manage their finances using a feature-rich, intuitive accounting program that's simple to use.

Self-Paced, Online Class

Library Subscription

20

Lessons
22

Exams &
Assignments
8

Hours
average time
0.8

CEUs
Video Audit
Available

Course Description

Master Your Financial Universe with Quicken!

Dive deep into the dynamic world of personal finance with Quicken, a creation by the eminent minds behind Intuit, the same team that gifted us QuickBooks. While QuickBooks stands as an anchor for businesses craving seamless accounting solutions, Quicken emerges as the beacon for those yearning for power-packed, yet user-friendly, home-based or small business financial management.

Unveil a universe where your finances come alive, telling a story, painting a picture, and driving your dreams! This course is not just about learning software; it's about empowering yourself to take charge of your financial destiny.

Here's a sneak peek of the empowering journey awaiting you:

· Seamless Synchronization: Effortlessly create bank and financial profiles and watch as transactions flow directly from your bank into Quicken's embrace.

· Holistic Money Management: Dive deep into every dollar, every expense, every dream fund, ensuring your money works just as hard as you do.

· Balancing Mastery: Demystify the art of account balancing, ensuring your financial boat remains steady even amidst turbulent waters.

· Pay with Ease: Modernize your bill payments and even print checks, all with a few clicks.

· Budget like a Pro: Forge financial pathways, crafting budgets that mirror your aspirations and ground your realities.

· Insightful Reporting: Unravel the tales your money tells, with reports offering a panoramic view of your financial landscape.

· Investment Intellect: Keep an eagle's eye on your investments, from mutual funds to equities, ensuring they align with your life's goals.

· Future-Forward Tools: Harness Quicken's calculators and wizards, sculpting your dreams, from vacations to retirements, into achievable goals.

Tailored for both novices and veterans, this course unravels every facet of Quicken, encompassing its Desktop, Online, and Mobile iterations. So, whether you're a newbie seeking financial enlightenment or an old hand aiming to polish skills, this course is your compass, guiding you to financial success!

Let the metamorphosis begin! From navigating through uncertainties to steering with confidence, embark on this transformative journey, making Quicken your trusted co-pilot in the odyssey of personal finance!

Courses Frequently Bought Together:

QuickBooks 101

QuickBooks Online

Microsoft Office: Word, Excel, PowerPoint and Outlook

Areas of Study

Course Lessons

Average Lesson Rating:

"Extraordinarily Helpful"

(102 votes)

Lesson 1: Introduction to Quicken
In this introductory unit, we will start by getting familiar with the world of Quicken. We will first take a look at the application’s history. Then, we will consider various use cases for it. Lastly, we will see the various subscription levels available for using Quicken and learn about what you can do at each level.
Lesson 2: Basics
In this lesson, we will see how to get started using Quicken. We will focus on using Quicken for Windows, but also give instructions on using other platforms when relevant.
Lesson 3: UI
In this lesson, we will take a deeper tour of Quicken by examining its user interface (UI). While looking at everything in the UI, we will also see briefly overview each part’s function.
Lesson 4: Mobile
In this lesson, we will look at how to install and look around the mobile app so that you can accomplish all your most important tasks on your device.
Lesson 5: Accounts
In this lesson, we will take a more in-depth look at accounts. We will see all the different types of accounts that you can make in Quicken and set up many of them.
Lesson 6: Transactions
In this lesson, we will look at different types of transactions that are inside of accounts. We will start with considering what a register is and how to navigate it. We will then look into transactions and how they can be added, edited, and deleted.
Lesson 7: Online Banking
In this lesson, we will take a look at using online banking with Quicken. We will see various actions that you can do with your accounts that are online.
Lesson 8: Income
In this lesson, we will look at using the Paycheck Setup Wizard so that you can record your income and have it nicely organized in your accounts. You will see how you can be reminded when income is on its way through Quicken’s reminder system.
Lesson 9: Expenses
In this lesson we will look into what you need to know about expenses. We will start by looking into bill reminders, then take a close look at monitoring how you are spending your money.
Lesson 10: Reconciling Accounts
In this lesson we will look at reconciling accounts. Reconciling an account means that you ensure that the transactions for an account that you administer locally on your computer add up to the same amount that you have at your financial institution. We will learn why it is important to do so and how you can do it effectively in Quicken.
Lesson 11: Investments
In this lesson, we will look into everything you need to know to set up and manage your investment accounts. We will first discuss what investments are. We will then see how they can be actively monitored in Quicken.
Lesson 12: Assets
In this lesson, we will look at how you can manage your assets in Quicken.
Lesson 13: Debts
In this lesson, we will look at loan accounts, mortgages, and how you can use Quicken to reduce your debt.
Lesson 14: Portfolios
In this lesson, we’ll look at the Investing Tab. From there, we will look at all the information available in its views, including the Portfolio View and Portfolio X-Ray.
Lesson 15: Lifetime Planner
In this lesson, we will see how Quicken gives you all the tools you need to be ready for your later years, and how you can enter in all the correct information and view the results.
Lesson 16: Budgeting
In this lesson, we will see how to use Quicken’s budgeting tools. We will see how to create a budget, categorize your expenses, and view your budget in various useful ways. So, let’s get started!
Lesson 17: Taxes
In this lesson, we will see how Quicken can help you minimize your tax burdens. You will see how to include tax information in your accounts how to use the Tax Planner, and also how to navigate the Tax Center. So, let’s get started!
Lesson 18: Reports
In this lesson, we will see how to generate the reports and graphs that we often see next to their relevant information throughout the user interface. We will see how we can use Quicken’s standard reports as well as customize them to our liking. Let’s get started.
Lesson 19: Customizing
In this lesson, we will take a look into various ways you can customize Quicken. This includes customizing Home tab views, the Summary view, the Toolbar, and numerous preferences.
Lesson 20: File
In this lesson, we will learn all about how Quicken works with files. You will learn to backup, restore, and password-protect your important files. Let’s get started!

Additional Course Information

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Course Title: Quicken Tutorial: All Versions

Course Number: 9770663

Lessons Rating: 5.0 / 5 Stars (102 votes)

Languages: English - United States, Canada and other English speaking countries

Availability: This course is online and available in all 50 states including: California, Florida, Georgia, Illinois, New York, Pennsylvania, Ohio, Texas, and Washington.

Last Updated: December 2023

Course Type: Self-Paced, Online Class

CEU Value: 0.8 IACET CEUs (Continuing Education Units)

CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).

Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.

Assessment Method: Lesson assignments and review exams

Syllabus: View Syllabus