Online Class: Quicken Tutorial — All Versions

Name: Quicken Tutorial: All Versions
Price: 95.00 USD

Dive into a comprehensive education on personal finance management using Quicken, where you will learn to seamlessly synchronize transactions, master budgeting, track investments, and manage accounts with ease. Designed for both beginners and experts, this course equips you with the knowledge to confidently navigate and control your financial universe.

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$120.00 (with CEU Certificate)

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20

Lessons
22

Exams &
Assignments
81

Students
have taken this course
8

Hours
average time
0.8

CEUs

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

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"

(105 votes)

Lesson 1. Introduction to Quicken: Your Path to Financial Control

Explore Quicken’s evolution from a pioneering financial tool in 1983 to its status as a versatile platform with customizable solutions for modern financial management. With this course, users will master all functions of Quicken, gaining expertise in everything from basic account management to intricate investment tracking. Additional lesson topics: Quicken Download; What's New with Quicken 12 Total Points

Lesson 1 Video
Complete Assignment: Introduce Yourself
Assessment: Lesson 1 Exam

Lesson 2. Initiating Your Quicken Experience

Set up your Quicken application by ensuring your device meets the software requirements and purchasing a subscription model compatible with your system. Follow detailed installation instructions and explore initial account setup along with troubleshooting tips for seamless operation. Additional lesson topics: Quicken System Requirements; Quicken Review 10 Total Points

Lesson 2 Video
Assessment: Lesson 2 Exam

Lesson 3. Set Up and Navigate Quicken Efficiently

Starting with setting up an offline account, the lesson explores Quicken's user interface, showcasing tools for efficient financial management. Users are guided through the Accounts bar and Home tab, emphasizing customizing views for better financial insights. Additional lesson topics: The Complete Guide to Getting Started with Quicken for Windows; How to set up your Quicken Account 10 Total Points

Lesson 3 Video
Assessment: Lesson 3 Exam

Lesson 4. Navigate Your Finances on the Go with Quicken Mobile

Installing Quicken's mobile app is straightforward, offering users the flexibility to handle their finances on either iOS or Android devices. Sign in using your Quicken credentials, and all your linked accounts and financial data will be right at your fingertips. Additional lesson topics: Quicken Mobile; How to Set Up and Sync Accounts from Quicken to Mobile/Web 10 Total Points

Lesson 4 Video
Assessment: Lesson 4 Exam

Lesson 5. Diving Deep into Quicken's Account Setup and Management

This lesson delved into setting up different account types in Quicken, using detailed steps from the Accounts bar for offline entry, customization, editing, and deletion. The synchronization feature allows for seamless access to updated financial information across devices, enhancing financial oversight. Additional lesson topics: Adding Accounts to Quicken for Windows 10 Total Points

Lesson 5 Video
Assessment: Lesson 5 Exam

Lesson 6. Exploring the Intricacies of Account Registers and Transactions

By learning to add, edit, and delete transactions within account registers, one can maintain accurate and up-to-date financial records in QuickBooks. This lesson emphasizes the importance of manual transaction management and customization for effective financial oversight. Additional lesson topics: Connection Types in Quicken; Handling Downloaded Transactions 10 Total Points

Lesson 6 Video
Assessment: Lesson 6 Exam

Lesson 7. Seamless Banking: Transitioning to Quicken's Online World

Quicken's capabilities for managing online banking are explored, including creating connected accounts and handling connections like Express Web Connect. The lesson further examines downloaded transaction management and leveraging the Online Center for banking tasks. Additional lesson topics: Online Banking 10 Total Points

Lesson 7 Video
Assessment: Lesson 7 Exam

Lesson 8. Efficient Income Tracking with Quicken

Explore Quicken's income tracking capabilities through this lesson focusing on utilizing the Paycheck Setup Wizard. Through diverse accessing methods, it aids in distinguishing between net and gross income, enhancing your understanding of earnings, deductions, and overall financial health. Additional lesson topics: Set up a paycheck; About entering my paycheck 8 Total Points

Lesson 8 Video
Assessment: Lesson 8 Exam

Lesson 9. Tracking Expenses Simplified

This lesson dives into the essential concept of managing expenses with precision, utilizing Quicken's robust bill and reminder system. By staying on top of due dates and customizing alert settings, users can maintain control over their financial narrative. Additional lesson topics: The Keys to Small Business Expense Tracking; Can I Keep Track of Expenses in Quicken? 10 Total Points

Lesson 9 Video
Assessment: Lesson 9 Exam

Lesson 10. Mastering Account Reconciliation: A Comprehensive Guide

By reconciling accounts, you verify that transactions recorded locally align with those at your bank, warding off any erroneous charges. Master the reconciliation process using Quicken for both paper and online statements to maintain financial integrity. Additional lesson topics: Reconciling an Account in Quicken for Windows; Reconciling banking accounts 10 Total Points

Lesson 10 Video
Assessment: Lesson 10 Exam

Lesson 11. Mastering Your Financial Future: Comprehensive Guide to Investment Accounts with Quicken

In this lesson, you explored how Quicken facilitates online and offline investment account management, covering account types like brokerage accounts, IRAs, and 529 plans. It emphasized the importance of tracking investments for retirement planning and provided a detailed process for setting up new accounts, entering transactions, and estimating costs. Additional lesson topics: Investing with Quicken: How to Manage Your Investments and Grow Your Net Worth; How to Start Investing 10 Total Points

Lesson 11 Video
Assessment: Lesson 11 Exam

Lesson 12. Exploring Assets and Their Management in Quicken

Assets, ranging from homes to personal collections, require effective management which Quicken facilitates through tracking of current values and market changes. By learning to handle asset accounts and setting financial alerts, users prepare for exploring how assets interplay with debts in the next lesson. Additional lesson topics: Setting up asset and liability accounts; What Are Assets? 10 Total Points

Lesson 12 Video
Assessment: Lesson 12 Exam

Lesson 13. Understanding Debts: Navigating Quicken for Better Financial Health

Uncover the fundamentals of debt management with Quicken, focusing on loans, mortgages, and credit scores to maintain financial positivity. Learn to harness Quicken's tools to create loan accounts, link them to assets, and manage your debts seamlessly. Additional lesson topics: Getting Out of Debt Using Personal Finance Software; Save or Pay Down Debt 10 Total Points

Lesson 13 Video
Assessment: Lesson 13 Exam

Lesson 14. Introduction to Portfolio Management Using Quicken

Quicken's Portfolio X-Ray utilizes Morningstar analytics to offer an advanced understanding of your investments' distribution across various sectors and geographies. This feature, along with customizable performance and allocation reports, empowers users to make informed financial decisions. Additional lesson topics: What is Portfolio Management? Several Things Investors Should Know; Investing portfolio tab; What Is a Money Portfolio? 10 Total Points

Lesson 14 Video
Assessment: Lesson 14 Exam

Lesson 15. Mastering Lifetime Financial Planning with Quicken

Emphasizing early preparation, this lesson walked through Quicken's Lifetime Planner's functionalities in optimizing retirement savings and managing future economic variables. By incorporating all personal financial details, users ensure they meet their post-retirement goals. Additional lesson topics: Lifetime Planner and other Retirement Tools; What is Retirement Planning? 10 Total Points

Lesson 15 Video
Assessment: Lesson 15 Exam

Lesson 16. Efficient Expense Tracking with Quicken

Exploring Quicken's budgeting tools, this lesson showed how to effectively categorize and track expenses, utilize graphical representations, and customize views to fit personal financial strategies. Users were encouraged to leverage these tools for maintaining a disciplined financial plan. 10 Total Points

Lesson 16 Video
Assessment: Lesson 16 Exam

Lesson 17. Harnessing Quicken for Tax Efficiency

Leverage Quicken’s tools to simplify tax filings by categorizing transactions, using the Tax Planner, and generating detailed reports. This lesson emphasizes consulting tax professionals while exploring Quicken’s features like scenario comparisons and category-linking to forecast tax responsibilities. 10 Total Points

Lesson 17 Video
Assessment: Lesson 17 Exam

Lesson 18. Visualizing Your Finances with Quicken Reports

Quicken elevates financial tracking by converting raw data into comprehensive reports and graphs, making complex information easily digestible. This lesson illuminates the pathways to craft and manage these summaries across numerous financial dimensions, enhancing strategic foresight. 10 Total Points

Lesson 18 Video
Assessment: Lesson 18 Exam

Lesson 19. Efficient Use of Quicken Through Personalization

In the lesson, various Quicken customization options were explored, emphasizing modifications in views, toolbars, and preferences to improve user interaction. These changes cater to individual needs, optimizing the application's functionality and user engagement. 10 Total Points

Lesson 19 Video
Assessment: Lesson 19 Exam

Lesson 20. Quicken Files: The Basics

Students gain insight into managing Quicken files efficiently, learning to back up, validate, and repair them while using passwords to secure sensitive data. Emphasizing file management, the lesson prepares learners to maintain data integrity and resilience against potential losses. 110 Total Points

Lesson 20 Video
Lesson discussions: End of Course Poll; Course Comments
Assessment: Lesson 20 Exam
Assessment: The Final Exam

300

Total Course Points

Additional Course Information

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Course Title: Quicken Tutorial: All Versions

Course Number: 9770663

Lessons Rating: 5.00 / 5 Stars (105 votes)

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

Availability: Enroll in this course from any U.S. state, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. The course is also accessible to learners in English-speaking countries such as the UK, Canada, Ireland, Australia, and South Africa.

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

Course Fee: $120.00 U.S. dollars