Quicken Part 2

Develop your skills in using this financial package. Learn how to set up budgets, loans and create investments and securities.

After completing the course, participants will be able to:

  • Set up & edit budgets
  • Understand the Financial Calendar work area
  • Create budgets from forecasts
  • Create Investment Accounts & Securities
  • Use the Emergency Records Organiser
  • Record and Manage Business Transactions
  • Manage the Flow of Day to Day Information
  • Obtain Up-to-Date Information from the Internet
  • Customise Quicken

What you will learn
Topics covered by this course include:


  • Setting up Budgets
  • Adding, Editing & Deleting Supercategories
  • Using Supercategories & Account Transfers
  • Hiding Zero Values & Restoring Data

Financial Planners

  • Planning for a Loan, Remortgaging
  • Savings Planner & Savings Goals
  • The Progress Bar, Forecasting
  • Creating a Budget from your Forecast

Creating Investments & Securities

  • Portfolio Features, Add & Edit Security Prices
  • Investment Transactions, The Currency List
Emergency and Contact Records
  • Creating Emergency Records and Reports.
  • Sorting and Grouping Names and Addresses

Business features

  • Setting up Accounts Receivable Accounts
  • Creating Invoices, Payments & Memos
  • Creating Templates

Work Flow Manager

  • Create Databases Quotes & Invoices
  • Logging Calls, Enquiries & Work in Progress
  • Searching Criteria Wildcards
  • Workflow Manager Reports


  • Connecting to the Internet
  • Updating Security Prices & Currency Rates

Options Digest & File Operations

  • Customising Quicken 7.0
  • Copying, Validating, Passwords & Backups.

Course participants should have completed Quicken Part 1 or equivalent.

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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