Quicken Part 1

A practical course which explains the features of Quicken and how they can help you to manage your money, accounts and budget more effectively.

After completing the course, participants will be able to:

  • Understand the main Quicken window
  • Set up a new Quicken account
  • Enter transactions into a Quicken account
  • Work with categories and classes
  • Plan for a loan & savings
  • Enter transactions into registers
  • Transfer monies between accounts
  • Reconcile statements
  • Create reports and graphs
  • Track your assets and insurance policies

What you will learn
Topics covered by this course include:

Getting Started

  • The Quicken Work Area & Menus

Creating Data Files & Accounts

  • Creating Data Files & Current Accounts,
  • Credit Card, Asset & Liability Accounts
  • Backing Up, Exiting & Opening Data Files

Categories and Classes

  • Adding, Editing & Deleting Sub/Categories & Classes, Assigning Supercategories
Loans & Financial Calendar
  • Setting up & Editing Loans, making Payments,
  • Recording Rate Changes
  • Adding Notes & Transactions.
  • Editing & Splitting Scheduled Transactions
  • Using Billminder & the Reminders list


  • Entering, Splitting & Editing Transactions
  • Transferring Monies Between Accounts
  • Voiding Transactions & Updating Balances
  • The Memorised Transactions List
  • Printing Registers


  • Reconciling Statements
  • Making Credit Card Payments

Reports and Graphs

  • EasyAnswer & Snapshot Reports
  • Creating, Memorising & Customising Reports
  • Tax-Link & Graph Reports

Home Inventory

  • Creating Data Files, Items & Policies
  • Recording Insurance Claims, Resale Values
  • Importing Information Databases

Basic computer (Windows 95 or 98) skills are recommended for this course.

Dates and times
Courses are available either in the morning or the evening. Contact the relevant training centre for further details and enrolment information.

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