Course Syllabus

Introduction to Quicken 2019

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.

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:

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.

Assessment Guide

Assessment	Points
Course Introduction and Goals	1 points
Lesson 1 Exam	50 points
Lesson 2 Exam	50 points
Lesson 3 Exam	50 points
Lesson 4 Exam	50 points
Lesson 5 Exam	45 points
Lesson 6 Exam	50 points
Lesson 7 Exam	50 points
Lesson 8 Exam	50 points
Lesson 9 Exam	45 points
Lesson 10 Exam	45 points
Lesson 11 Exam	50 points
The Final Exam	220 points