Quicken 2003 Deluxe: Personal Finance Management

This course teaches you how to use Quicken Deluxe 2003 to manage your finances. You will learn about the basic set up of Quicken software. The course guides you through working with categories accounts transactions budgets and reports. You will also learn about using online banking and using the Internet to work with your finances.

This is primarily online training This is an online eLearning or CBT training program Contact Serebra Learning Corporation for more information

Duration: flexible Training Presented in: English

Objective

Upon completion of this course the student will be able to:

• Match features of Quicken Guided Setup with their functions.
• Identify features of the Quicken 2003 Deluxe interface.
• Match account setup options with their account types.

Topics Include

Unit 1: Quicken 2003 Deluxe

• Match features of Quicken Guided Setup with their functions.
• Identify features of the Quicken 2003 Deluxe interface.
• Match account setup options with their account types.
• Add a category to the Category List.
• Identify transaction details in a Cash Flow Center account.
• Reconcile a bank account.
• Print a report.
• Identify options in the Write Checks window.
• Identify fundamentals of data protection in Quicken 2003 Deluxe.
• Activate an online account.
• Identify options in the Schedule Updates dialog box.
• Change a PIN by using the One Step Update dialog box.
• Identify options in the Create Scheduled Transaction dialog box for creating an online payment.
• Identify options when creating a manual budget.
• Identify options on the Loan Setup pages.
• Identify options for tracking investments.
• Identify features of the College Planner.
• Identify features of the Retirement Planner.

Duration

2 Hours

Minimum Requirements

The CDROM version of this course requires:

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).
• At least a double speed CDROM drive.
• An MPC compliant sound card with attached speakers or headphones is recommended (Currently only the CDROM version supports audio).

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM and 22MB available hard disk space or file server space.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).

Media

CDROM
Web Based Training