Online Class: Introduction to Quicken 2019

Name: Introduction to Quicken 2019
Price: 95.00 USD

Transform your financial life by delving into the comprehensive features of Quicken, from budgeting to investment tracking. Through this course, you'll acquire the necessary skills to efficiently manage all aspects of personal finance using Quicken's intuitive platform.

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11

Lessons
19

Exams &
Assignments
685

Students
have taken this course
3

Hours
average time
0.3

CEUs

Course Description

This online Quicken course covers everything you need to know to get up and running with managing your personal finances with the power Quicken software program created by Intuit.

Courses Frequently Bought Together:

Microsoft Office: Word, Excel, PowerPoint and Outlook

Microsoft Excel Level 1

QuickBooks 101

Completely Online
Self-Paced
Printable Lessons
Full HD Video
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

Average Lesson Rating:

"Extraordinarily Helpful"

(531 votes)

Lesson 1. Financial Independence: Harnessing the Power of Quicken

Quicken transforms personal finance management with a user-friendly platform, breaking the paycheck-to-paycheck cycle by spotlighting financial adjustments and enabling smarter decisions. From budgeting to investment tracking, it empowers users with diverse features tailored to individual financial needs, fostering financial stability and insight. 51 Total Points

Lesson 1 Video
Review Practice Worksheet: Lesson-1-WorkSheet-12499.pdf
Lesson discussions: Reasons for Taking this Course
Complete Assignment: Course Introduction and Goals
Assessment: Lesson 1 Exam

Lesson 2. Seamlessly Setting Up Your Quicken Accounts: A Detailed Guide to Financial Mastery

This lesson emphasizes that managing finances with Quicken isn't just about keeping track but about gaining insights into spending patterns, enabling strategic financial planning and resilience. Quicken's advanced tools support rapid financial adjustments in crisis, much like a proactive guide who helps navigate unexpected challenges. 51 Total Points

Lesson 2 Video
Review Practice Worksheet: Lesson-2-Downloadable-12500.pdf
Complete: Lesson 2 Activity
Assessment: Lesson 2 Exam

Lesson 3. Streamlining Finances: The Art of Using Quicken

Grasp the power of Quicken with strategic financial organization through accounts and categories. With these insights, you'll be able to identify spending trends, set saving goals, and ultimately achieve financial mastery. 50 Total Points

Lesson 3 Video
Review Practice Worksheet: Lesson-3-Activity-12501.pdf
Assessment: Lesson 3 Exam

Lesson 4. The Quicken Checkbook: Mastering Manual Entries

Quicken transforms the task of financial management into an art form, with each transaction woven into the fabric of your evolving financial canvas. By harnessing customizable tags and detailed entries, you're not just tracking; you're crafting a narrative of financial empowerment and foresight. 51 Total Points

Lesson 4 Video
Review Practice Worksheet: Lesson-4-WordSearch-12502.pdf
Complete: Lesson 4 Activity
Assessment: Lesson 4 Exam

Lesson 5. Navigating Finances with Finesse

Lesson Summary 5: The tutorial provides insights into managing financial transactions, emphasizing the organization of personal finance using Quicken. From transferring funds to categorizing expenses, users can develop a robust system to plan and assess their financial activities effectively. 45 Total Points

Lesson 5 Video
Review Practice Worksheet: Lesson-5-Downloadable-12503.pdf
Assessment: Lesson 5 Exam

Lesson 6. Embracing Digital Evolution: The Power of Quicken in Online Financial Management

Quicken transforms personal finance management by linking bank accounts to a digital platform, offering automated bill payments and a comprehensive financial overview. This system provides convenience and control, enhancing budgeting, financial planning, and credit score protection. 51 Total Points

Lesson 6 Video
Review Practice Worksheet: Lesson-6-WorkSheet-12504.pdf
Complete: Lesson 6 Activity
Assessment: Lesson 6 Exam

Lesson 7. Master Your Money: Budgeting with Quicken

The mastery of personal budgeting demands more than just listing finances; it requires a deep understanding of aligning income and expenses with life�s fluctuating patterns. By diving into Quicken�s advanced features like budget rollover and emergency funds, users enhance their fiscal resilience and foresight. 50 Total Points

Lesson 7 Video
Review Practice Worksheet: Lesson-7-Downloadable-12505.pdf
Assessment: Lesson 7 Exam

Lesson 8. Efficient Debt Tracking in Quicken: Your Key to Financial Empowerment

Setting up liability accounts for loans in Quicken not only provides accurate financial tracking but also motivates users to reduce what they owe with greater understanding. This methodical approach illuminates larger financial goals, reinforcing personal empowerment through precise debt monitoring. 50 Total Points

Lesson 8 Video
Review Practice Worksheet: Lesson-8-Downloadable-12506.pdf
Assessment: Lesson 8 Exam

Lesson 9. Quicken Insights Made Easy

Quicken empowers financial literacy through intuitive report generation, equipping users with tools for better budgeting and decision-making. This automated system compares spending trends, paving ways for significant personal and business financial evolution. 46 Total Points

Lesson 9 Video
Review Practice Worksheet: Lesson-9-WordSearch-12507.pdf
Complete: Lesson 9 Activity
Assessment: Lesson 9 Exam

Lesson 10. Strategic Future Planning Using Quicken Calculators

Quicken�s College Calculator is an essential tool for families planning for future educational expenses, offering a strategic approach to saving amidst rising tuition costs. By synthesizing current savings, estimated yields, and projected costs, users can forecast comprehensive savings targets, alleviating potential financial strain. 46 Total Points

Lesson 10 Video
Review Practice Worksheet: Lesson-10-WordSearch-12508.pdf
Complete: Lesson 10 Activity
Assessment: Lesson 10 Exam

Lesson 11. The Art of Preserving Your Financial Legacy: Advanced Quicken File Maintenance

Creating separate Quicken files for different financial aspects enriches organization and simplifies management, resembling the compartmentalization utilized in business finance. Switching between files is as intuitive as changing browser tabs, enabling flexibility and enhanced control over financial analysis. 271 Total Points

Lesson 11 Video
Review Practice Worksheet: Lesson-11-Activity-12509.pdf
Lesson discussions: Final Course Poll - Your Opinion; Program Evaluation Follow-up Survey (End of Course); Course Comments; Course Comments
Complete: Lesson 11 Activity
Assessment: Lesson 11 Exam
Assessment: The Final Exam

762

Total Course Points

Learning Outcomes

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

Demonstrate the ability to set up a Quicken account and navigate its core features for personal and small business financial management.
Recognize the different Quicken software versions and select the appropriate one based on individual financial needs and complexities.
Demonstrate the ability to set up both automatic and manual bank account configurations in Quicken, enhancing financial tracking and strategic planning skills.
Identify and create different types of financial accounts using Quicken to organize personal finance effectively, ensuring comprehensive financial visibility and management.
Demonstrate the ability to categorize transactions within Quicken to track financial activities accurately.
Organize personal financial accounts in Quicken and utilize the Account Bar for streamlined navigation and financial overview.
Demonstrate the manual entry of financial transactions into a Quicken register, including checks, paychecks, and deposits, with correct categorization and attachments.
Organize and track financial transactions by utilizing categories and tags within Quicken to gain insights into personal spending habits and achieve financial goals.
Define and demonstrate the process of transferring money between accounts using Quicken, ensuring accurate entries for date, amount, and accounts involved.
Identify and execute the correct methods for editing, deleting, and voiding financial transactions to maintain accurate financial records.
Demonstrate the ability to access and manage online bank accounts using Quicken to ensure efficient money transfers and comprehensive financial tracking.
Recognize the steps required to set up and utilize Quicken's Online Bill Payment feature to automate and streamline monthly bill payments.
Define key financial categories and set realistic budget targets using Quicken to maintain a balanced household budget.
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 2019

Course Number: 9770440

Lessons Rating: 4.6 / 5 Stars (531 votes)

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

Availability: This course is offered online and is accessible in every state across the U.S., including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. Learners in English-speaking countries like Canada, Australia, the United Kingdom, and South Africa can also enroll.

Last Updated: January 2024

CEU Value: 0.3 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 Type: Self-Paced, Online Classes

Assessment Method: Lesson assignments and review exams

Syllabus: View Syllabus

Course Fee: $120.00 U.S. dollars

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Student Testimonials

"The Quicken 2010 course offered the clear, simple instruction that I needed." -- Pamela R.
"Excellent course!" -- Josephine G.
"Instructor was great." -- Gail C.