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


 

Get more out of your Software
Improve your Skills
Prepare for Certification
Save time every time and reduce frustration.

Our online training material lets you:
TEST your skills
LIST the areas where you need additional training
Take lessons that TEACH SKILLS to improve these areas
Tests your skills again

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Just 100% Quality Training at one low price.

Repeat the courses as often as you need, you have 12 months of unlimited access and can view your scores anytime so you can easily track your progress.

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