Online Class: Introduction to Quicken 2010

Name: Introduction to Quicken 2010
Price: 95.00 USD

This course will adeptly guide you through setting up financial accounts in Quicken Deluxe and using its powerful tools to manage your income, expenses, and investments seamlessly. By mastering Quicken's user-friendly interface, you'll be equipped to enhance your financial planning and increase your net worth effectively.

$95.00
no certificate

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$120.00
with CEU Certificate*

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$120.00 (with CEU Certificate)

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13

Lessons
14

Exams &
Assignments
4

Hours
average time
0.4

CEUs

Course Description

Quicken Deluxe is a personal finance management tool that provides features that we all need to keep track of where our money is going. However, this software gives you more than just the power to log your finances and manage your bills. It can also be used to plan for retirement and increase the amount of money you put into savings. Watch your net worth increase, monitor your 401(k), and pay your mortgage. You can do all this and more with Quicken Deluxe 2010.

This course is designed for anyone who has ever used Quicken in the past or is searching for a software program that will help them better manage their money. Starting with the simplest tasks like entering a transaction into your account register and advancing to tracking the price of your most watched securities, you'll learn everything you need to know to master this software and take control of your finances – all within this course.

Over the duration of this course, you'll learn how to:

Set up checking, savings, and credit card accounts in Quicken.
Manage your accounts online through Quicken.
Write and print checks.
Schedule bills for payment so you're never late again.
Monitor your cash flow and increase savings
Keep track of all your tax information in one, easy spot.
Create tax reports for tax season to make filing easy.
Manage your investments and track securitie
Use Direct Connect to manage all of your accounts online with just a few clicks of the mouse
And, much, much more!

Although there are several software programs out there that claim to provide the same benefits that Quicken does, there's not one out there that is so easy to use – or so beneficial to your finances. This course will teach you the Quicken interface, then explain how to use all its features to finally take control of your finances once and for all.

Courses Frequently Bought Together:

Microsoft Excel Level 1

QuickBooks 101

Microsoft Office: Word, Excel, PowerPoint and Outlook

Completely Online
Self-Paced
6 Months to Complete
24/7 Availability
Start Anytime
PC & Mac Compatible
Android & iOS Friendly
Accredited CEUs

Universal Class is an IACET Accredited Provider

Course Lessons

Lesson 1. Mastering Your Digital Finances: A Comprehensive Guide to Quicken Deluxe 2010

Embrace the convenience of managing finances digitally with Quicken Deluxe 2010, which offers streamlined features for expense tracking and future savings planning. The course will equip users to maximize these features and efficiently manage personal finances. 9 Total Points

Lesson discussions: Reasons for Taking this Course
Complete Assignment: Introduce Yourself
Assessment: Lesson 1 Exam

Lesson 2. Fundamentals of Setting Up Personal Finance Accounts in Quicken

Master the basics of Quicken by setting up various accounts to organize personal finance efficiently. Categories and tabs offer insights into income patterns and expenditures, simplifying financial planning. 8 Total Points

Assessment: Lesson 2 Exam

Lesson 3. Create and Customize Your Quicken Category List

Quicken's built-in categories offer a starting framework for organizing financial transactions. The lesson elaborates on enhancing this framework with your own categories and subcategories, optimizing your financial tracking experience. 10 Total Points

Assessment: Lesson 3 Exam

Lesson 4. Streamlining Your Financial Workflow with Quicken

In using Quicken, the process of entering and categorizing checks and deposits is streamlined, with the ability to handle split transactions for multi-category expenses. Additionally, users can tag transactions for detailed expense tracking and generate comprehensive reports to analyze spending efficiency and trends. 10 Total Points

Assessment: Lesson 4 Exam

Lesson 5. Mastering Money Transfers and Transaction Management

Efficient money transfers within accounts don't alter your net worth, and managing these transactions in Quicken is intuitive. Employ Quicken's tools to edit, void, find, and track transactions seamlessly, including setting up payment schedules and alerts. 9 Total Points

Assessment: Lesson 5 Exam

Lesson 6. Effortless Check Management Using Quicken

Quicken enables easy check writing by allowing you to fill in payee information and categorize expenses directly. Printing checks is streamlined by choosing starting numbers, check style, and quantity settings for efficient organization. 7 Total Points

Assessment: Lesson 6 Exam

Lesson 7. Streamlining Your Finances with Quicken

Online banking with Quicken, requiring the $9.95 per month Bill Pay service, enables effortless management of finances with Direct and Web Connect capabilities. Tools like One Step Update and Password Vault ensure seamless transactions and secure password management. 7 Total Points

Assessment: Lesson 7 Exam

Lesson 8. Quicken Magic: Simplifying Your Checkbook Balancing Act

Embrace the ease of reconciling accounts with Quicken, which automates balance comparisons and adjusts discrepancies, thereby providing users with accurate financial statements. By marking cleared transactions and addressing errors, Quicken helps users maintain seamless financial oversight. 8 Total Points

Assessment: Lesson 8 Exam

Lesson 9. Efficient Management of Bills and Updates

Scheduling online updates in Quicken ensures your financial information is automatically refreshed with the latest data, including stock quotes and portfolio updates. Conveniently set update frequencies and times, and establish security settings to safeguard your Password Vault access. 7 Total Points

Assessment: Lesson 9 Exam

Lesson 10. Mastering Loans: A Comprehensive Guide to Managing Loans in Quicken

Quicken makes managing loans simple by guiding you through steps to enter comprehensive loan details and adjust your net worth accordingly. You can also easily modify loan terms or delete loans if necessary through your account settings. 7 Total Points

Assessment: Lesson 10 Exam

Lesson 11. Setting Up and Managing Your Investments with Precision

To set up an investment account in Quicken, you follow a straightforward process similar to creating any other account, with easy integration options for online updates. The Investments tab presents a robust interface for examining your portfolio, asset allocation, and initiating Watch Lists. 10 Total Points

Assessment: Lesson 11 Exam

Lesson 12. Mastering Automated Financial Visuals: An Insightful Guide

Quicken Deluxe 2010 effortlessly generates reports, charts, and graphs, eliminating the need for manual creation—simply select parameters and view desired visuals. Customize settings to tailor the presentation and use the Reports & Graphs Center for efficient management. 9 Total Points

Assessment: Lesson 12 Exam

Lesson 13. Optimize Your Tax Management with Quicken's Tools

Quicken’s Tax Planner streamlines tax management by importing past tax data and allowing modifications such as marital status and income estimates, ultimately helping you calculate potential refunds or payments. Ensure your transactions are categorized for accurate reports, post-importing and additional entry, enabling comprehensive tax visibility and preparation. 8 Total Points

Lesson discussions: What is your opinion of this course?; Program Evaluation Follow-up Survey (End of Course); Course Comments
Assessment: Lesson 13 Exam

109

Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:

Describe what Quicken Deluxe 2010 is.
Demonstrate creating financial accounts.
Demonstrate setting up categories.
Demonstrate using account registers.
Demonstrate entering data.
Demonstrate writing and printing checks.
Demonstrate connecting quicken to online banking and bill payment.
Demonstrate balancing banking accounts.
Demonstrate using the calendar and scheduling updates.
Summarize loans in Quicken.
Demonstrate setting up and managing investments.
Demonstrate setting up charts, graphs, and reports.
Summarize how to use quicken at tax time.
Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

Document Your Lifelong Learning Achievements
Earn an Official Certificate Documenting Course Hours and CEUs
Verify Your Certificate with a Unique Serial Number Online

View and Share Your Certificate Online or Download/Print as PDF
Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media

Course Title: Introduction to Quicken 2010

Course Number: 7550300

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

Availability: Available across all 50 U.S. states, this course includes key regions such as California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. The course is also open in major English-speaking countries, including Australia, Canada, the UK, and Ireland.

Last Updated: December 2023

CEU Value: 0.4 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.

Course Fee: $120.00 U.S. dollars