We teach beginners how to use Quicken properly. We explain what Quicken can do and how to avoid potential problems.
A two-hour lesson is the average length of time necessary for people to
attain a working level of proficiency. The lessons can be given over the
telephone or in person, if preferred, for those located in the New York
For current Quicken users, we show you
how to take full advantage of Quicken's many capabilities. The length of
time for the lessons varies depending on your proficiency level and the
subject matters that are covered. Some clients take several short lessons
and others favor one or two longer sessions. The lessons can be given over
the telephone or in person, if preferred, for those located in the New
Some of the subjects our tutorials cover are listed below.
|Determining which accounts to create in
your file depends on the tasks that you want Quicken to perform and the
type of financial, tax, and investment information you require.
|Entering transactions properly is key
to an optimized file. Much time and effort will be saved and better information
will be obtained if categories (along with subcategories and possibly classes)
are selected with your particular needs in mind. We also explain the best
manner for entering information and why maintaining consistency is so important.
|Understanding transfers and avoiding common
mistakes that create big headaches.
|Using splits rather than accounts in certain
|Editing memorized transactions periodically
to increase their usefulness and to prevent problems.
|Scheduling transactions to make paying
bills much easier.
|Using reports to help solve problems as
well as to improve the accuracy of information.
|Creating a petty cash account for tax
|Tracking frequent flyer miles.
The fee for the tutorial lessons is $120
an hour, billed in quarter hour segments. To sign up for a lesson
or for more information, please contact us. Or click here to be contacted.
© 1998 – 2013 Ken Jackson. All rights reserved.