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! 

  • 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
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Identify different Quicken subscription levels and demonstrate the ability to select an appropriate package based on financial management needs and objectives.
  • Define the historical evolution of Quicken and recognize its unique features that contribute to financial management efficiency.
  • Demonstrate the steps to successfully install and activate Quicken on a Windows computer following system requirements and installation guidelines.
  • Identify troubleshooting techniques to resolve common issues encountered during Quicken installation or start-up on a Windows computer.
  • Demonstrate the process of setting up a simple offline account in Quicken and navigating the user interface to customize the Home view.
  • Identify the primary functions of the key elements in the Quicken user interface, such as the Accounts Bar and Home Tab.
  • Demonstrate the ability to add and sync transactions using the Quicken Mobile app.
  • Recognize how to install and set up the Quicken Mobile app on an Android device.
  • Demonstrate the ability to add, edit, and delete various account types in Quicken using the Accounts bar and associated icons.
  • Recognize and describe the different types of accounts that can be created in Quicken, including banking, investing, and retirement accounts.
  • Demonstrate the ability to manually add, edit, and delete transactions in a QuickBooks register by accurately performing each task.
  • Identify and navigate the various features of a QuickBooks register, including setting up and customizing columns, filters, and reminder settings.
  • Define the steps necessary to create a connected account in Quicken using Express Web Connect, and demonstrate the process of adding transactions manually.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 
 

Assessment Guide

Assessment Points
Introduce Yourself 2 points
Lesson 1 Exam 10 points
Lesson 2 Exam 10 points
Lesson 3 Exam 10 points
Lesson 4 Exam 10 points
Lesson 5 Exam 10 points
Lesson 6 Exam 10 points
Lesson 7 Exam 10 points
Lesson 8 Exam 8 points
Lesson 9 Exam 10 points
Lesson 10 Exam 10 points
Lesson 11 Exam 10 points
Lesson 12 Exam 10 points
Lesson 13 Exam 10 points
Lesson 14 Exam 10 points
Lesson 15 Exam 10 points
Lesson 16 Exam 10 points
Lesson 17 Exam 10 points
Lesson 18 Exam 10 points
Lesson 19 Exam 10 points
Lesson 20 Exam 10 points
The Final Exam 100 points
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