Online Class: Quicken Tutorial — All Versions

Name: Quicken Tutorial: All Versions
Price: 95.00 USD

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.

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20

Lessons
22

Exams &
Assignments
249

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

12 Points

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. Additional lesson topics: Quicken Download; What's New with Quicken

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

Lesson 2: Basics

10 Points

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. Additional lesson topics: Quicken System Requirements; Quicken Review

Lesson 2 Video
Assessment: Lesson 2 Exam

Lesson 3: UI

10 Points

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. Additional lesson topics: The Complete Guide to Getting Started with Quicken for Windows; How to set up your Quicken Account

Lesson 3 Video
Assessment: Lesson 3 Exam

Lesson 4: Mobile

10 Points

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. Additional lesson topics: Quicken Mobile; How to Set Up and Sync Accounts from Quicken to Mobile/Web

Lesson 4 Video
Assessment: Lesson 4 Exam

Lesson 5: Accounts

10 Points

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. Additional lesson topics: Adding Accounts to Quicken for Windows

Lesson 5 Video
Assessment: Lesson 5 Exam

Lesson 6: Transactions

10 Points

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. Additional lesson topics: Connection Types in Quicken; Handling Downloaded Transactions

Lesson 6 Video
Assessment: Lesson 6 Exam

Lesson 7: Online Banking

10 Points

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. Additional lesson topics: Online Banking

Lesson 7 Video
Assessment: Lesson 7 Exam

Lesson 8: Income

8 Points

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. Additional lesson topics: Set up a paycheck; About entering my paycheck

Lesson 8 Video
Assessment: Lesson 8 Exam

Lesson 9: Expenses

10 Points

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. Additional lesson topics: The Keys to Small Business Expense Tracking; Can I Keep Track of Expenses in Quicken?

Lesson 9 Video
Assessment: Lesson 9 Exam

Lesson 10: Reconciling Accounts

10 Points

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. Additional lesson topics: Reconciling an Account in Quicken for Windows; Reconciling banking accounts

Lesson 10 Video
Assessment: Lesson 10 Exam

Lesson 11: Investments

10 Points

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. Additional lesson topics: Investing with Quicken: How to Manage Your Investments and Grow Your Net Worth; How to Start Investing

Lesson 11 Video
Assessment: Lesson 11 Exam

Lesson 12: Assets

10 Points

In this lesson, we will look at how you can manage your assets in Quicken. Additional lesson topics: Setting up asset and liability accounts; What Are Assets?

Lesson 12 Video
Assessment: Lesson 12 Exam

Lesson 13: Debts

10 Points

In this lesson, we will look at loan accounts, mortgages, and how you can use Quicken to reduce your debt. Additional lesson topics: Getting Out of Debt Using Personal Finance Software; Save or Pay Down Debt

Lesson 13 Video
Assessment: Lesson 13 Exam

Lesson 14: Portfolios

10 Points

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. Additional lesson topics: Investing portfolio tab; What Is a Money Portfolio?; What is Portfolio Management? Several Things Investors Should Know

Lesson 14 Video
Assessment: Lesson 14 Exam

Lesson 15: Lifetime Planner

10 Points

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. Additional lesson topics: Lifetime Planner and other Retirement Tools; What is Retirement Planning?

Lesson 15 Video
Assessment: Lesson 15 Exam

Lesson 16: Budgeting

10 Points

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 16 Video
Assessment: Lesson 16 Exam

Lesson 17: Taxes

10 Points

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 17 Video
Assessment: Lesson 17 Exam

Lesson 18: Reports

10 Points

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 18 Video
Assessment: Lesson 18 Exam

Lesson 19: Customizing

10 Points

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 19 Video
Assessment: Lesson 19 Exam

Lesson 20: File

110 Points

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!

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

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: Quicken Tutorial: All Versions

Course Number: 9770663

Lessons Rating: 5.0 / 5 Stars (105 votes)

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

Availability: This course is fully available online in all 50 states, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. It’s also offered in major English-speaking countries, such as the United Kingdom, Canada, Australia, and Ireland.

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