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
28

Exams &
Assignments
277

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.

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.

Additional Course Information

Document Your Lifelong Learning Achievements
Earn an Official Certificate Documenting Course Hours and CEUs
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View and Share Your Certificate Online or Download/Print as PDF
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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 available online in all U.S. states, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. It’s also offered in English-speaking countries, including the UK, Canada, Australia, and New Zealand.

Last Updated: December 2023

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.

Course Type: Self-Paced, Online Classes

Assessment Method: Lesson assignments and review exams

Syllabus: View Syllabus

Course Fee: $120.00 U.S. dollars