Quicken 2017 Fundamentals Training


( - Eastern)
Quicken 2017 Fundamentals Logo
This half-day course helps you get started with Quicken 2017 as quickly as possible. You will learn how to setup your Intuit ID, use the Home tab, setup and update your accounts, create categories, categorize your transactions, split transactions, use tags, and snap and store your receipts.

Live Online Schedule




You will need the following software/setup for this class:

Quicken 2017

The instructor will be using Quicken 2017 Home and Business for Windows (not the Mac version) for all demonstrations.


  • Setting Up Your Account
    • Home Tab
    • Advanced Settings
    • Entry Method
    • Account Name
    • Entering the Ending Date and Ending Balance
    • Account Added
  • Set Up Your Bills and Income
    • Adding a Bill
    • Add a Bill Reminder
    • Specifying a Date
    • Amount Due
    • Which Account
    • Add a Category, Tag or Memo
    • Finalizing the Expense
  • Adding Income to Your Account
    • Adding Income
    • From
    • Specifying a Date
    • Amount Received
    • Which Account
    • Add a Category, Tag or Memo
    • Finalizing the Income
    • Finishing the Expenses and Income
    • Checking Your Expenses and Income
  • Adding Expenses and Revenue to your Register
    • Adding Expenses and Incomes to the Register
    • Confirming the Transaction
    • Checking the Transactions
    • Adding Expense or Income Separately
  • Changing the Date Range on the Home Tab
  • Creating a Budget
    • Get Started Button
    • Naming and Choosing the Type of Budget
    • Check Your Budget
    • Adding a Category to the Budget
    • Specifying Monthly Amount
    • Checking Your Budget
  • Building Reports