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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.
In this video, host Tom Negrino covers downloading transactions via Web Connect. He details the classic Web connect scenario, where you go to your bank's website, logon, and download a transaction file, and then import that file into Quicken. He shows how to import the downloaded files, select, and then import into Quicken.
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