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Home > Corporate Training > Quicken® - l 1 l 2 l
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Course Specifications: Quicken® Level 1
Course length: 1 Day

Course Description:
Students will learn how to set up and use new accounts; set up and use transaction categories; work with transactions in the register; transfer funds between accounts; split transactions; use memorized transactions; schedule transactions with the Financial Calendar; balance their checkbook; create, customize and print reports; and set up and use Online services.

Course Outline - Quicken® Level 1

  • Getting Started
  • Setting Up Accounts
  • Categorizing Transactions
  • Adding Transactions to the Register
  • Transferring Funds
  • Splitting Transactions
  • Using Memorized Transactions
  • Scheduling Transactions
  • Balancing a Checkbook
  • Creating Reports
  • Setting Up Online Services
  • Using Online Services
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