Quicken 98: Planning and Budgeting

Synopsis
Quicken 98: Planning and Budgeting provides instruction on setting up and tracking a personal or household budget and using information from Quicken to help prepare income tax returns. .

Audience
This course is for anyone who has a basic understanding of Quicken and wants to use it for tracking a budget or preparing for income taxes.

Time
4 hours

Product Code: QKNC02

After completing Quicken 98: Planning and Budgeting, the user should be able to:

Schedule payments and alerts

Create a budget

Generate budget reports to track adherence to the budget

Forecast future expenses

Generate tax reports to help prepare income tax returns

Displaying Information by Classes

Creating classes

Using classes

Viewing the Financial Calendar

Using calendar transactions

Setting notes

Scheduling Events on the Calendar

Scheduling transactions

Creating alerts

Budgeting

Creating a budget

Recording your budgeted amounts

Tracking Your Budget

Generating budget reports

Forecasting

Preparing for Your Taxes

Creating a tax summary report

Linking to tax preparation software

This course is distributed with

Exercises that allow users to practice in Quicken 98

A file containing the text of the exercises

Simulations that allow users to practice course skills, even if they don't have access to the Quicken 98 product

A Quicken 98 glossary