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Tom Negrino shares his strategies for gaining control of finances, balancing accounts, setting financial goals, and planning for the future in Quicken 2009 for Windows Essential Training. This course covers the features found in the Deluxe, Premier, and Home & Business versions of Quicken. Tom shows not only how to manage personal accounts, but also how to generate invoices and track expenses for small business owners and the self-employed. He demonstrates ways to streamline data entry, write and print checks, pay bills online, create reports and graphs, and set up loans and investments. Tax planning is also discussed in detail.
Once you set up your direct connect account for download, updating your account is fairly easy. In this video, host Tom Negrino takes a look at how to review transactions, check for new transactions, how to use the update now button, how Quicken connects to your bank, how many transactions need to be reviewed, and how to review them.
Direct connect account
|Direct connect account|
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