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QI1 - Quicken 2003 Introduction

Categories	Applications Training
Duration	1 day (7 hours)
Pre-requisites	W2K1 - Microsoft Windows 2000 Introduction or equivalent familiarity with a computer operating system.
Courseware	QI1-EK-01 (100 pages)
Price	$295
Notes

First time Quicken users will learn the basic features of the software. Experienced Quicken users will quickly learn the new features and functionality of Quicken 2003.This course covers features that are in both Quicken and Quicken Deluxe, and the concepts can be applied to older versions of Quicken.

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Getting Started
      About Quicken
      About the Quicken Operating Environment
      Exiting Quicken
Setting Up Accounts
      Starting Quicken
      Setting Up a New File
      Setting Up a Checking Account
      Setting Up a Credit Card and Savings Accounts
      Selecting and Using an Account
      Editing Account Information
      Deleting an Account
Categorizing Transactions
      Using Quicken’s Preset Categories
      Creating Categories
      Creating Subcategories
      Deleting a Category
Adding Transactions to the Register
      Entering Checks & Deposits in a Checking Account
      Entering Charges & Payments in a Credit Card Account
      Revising an Entered Transaction
      Printing the Register
Transferring Funds
      Transferring Money between Checking Accounts
      Transferring Money into a Savings Account
      Entering Cash Advances
      Making a Credit Card Payment
      Moving to a Parallel Transaction
Splitting Transactions
      Splitting a Check
      Spitting a Credit Card Transaction
      Splitting a Deposit
Using Memorized Transactions
      Changing QuickFill Preferences
      Memorizing and Recalling Transactions Manually
      Editing and Deleting Memorized Transactions
Scheduling Transactions
      Scheduling Individual Transactions
      Setting Up a Transaction Group
      Scheduling Transactions on the Financial Calendar
      Adding Notes to the Financial Calendar
Balancing a Checkbook
      Reconciling a Bank Statement
      Printing a Reconciliation Report
      Correcting Differences
Creating Reports
      Creating an EasyAnswer Report
      Setting Up a Report
      Working With a Report
      Customizing a Report
      Matching Report Items
      Printing a Report
Setting Up Online Services
      Understanding Online Services
      Setting Up for Online Services
      Enabling Accounts for Online Services
      Connecting to a Bank
Using Online Services
      Sending E-Mail to your bank
      Creating an Online Payment
      Creating an Online Transfer
      Creating a Repeating Online Payment
      Transmitting to your Bank
      Canceling an Online Payment
      Checking Bank and Payee Information