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(two periods) match characterÔ1099-MISC statements 12b-1 feesvœm!401(k) or 403(b) retirement plansS.  5÷²ž±ž³žjœÜÏç5-year performance‰)= (equal sign) match characterÔ,!? (question mark) match characterÔ ~ (tilde)Fœ 2'~ (tilde) match character that excludesÔ&.Types of retirement accounts$SHow do investments differ?4…Strategies to Minimize Your Taxable Income(Goals¶Choosing a mortgage"Financial Health CheckupWorksheets*Chapter 1 - Expenses and Budgets'Chapter 2 - Planning!QChapter 3 - InvestmentsChapter 4 - Taxes¥Chapter 5 - Borrowing¼Other OptionsjAsset AllocationReducing ExpendituresMaximizing Deductions oEvaluating Performance(/Types of retirement accounts 2RInvesting Basics!²Borrowing to Buy a HomeaMutual Funds[Risk Vs. Reward¦Good Debt Vs Bad Debt*¨Good Debt Vs Bad Debt, continuedBudgeting Strategies Tracking Your Spending#Determining Your Tax Rate!HMajor Purchase Planning*Maximizing Deductions, continuedACollege Cost Planning-Retirement Planning 2šDeduction Strategies3LPrioritizing and Using Planning ResourcesEmergency Reserves" Necessities Vs. Luxuries,Retirement Planning'hWhat funds should I consider? wInvestment Action PlanýÿÿÿFinance 101& How do I pick a mutual fund?' How do I plan for retirement?2 5Should I borrow against my 401 (k) plan?A 7I'm about to buy a house. 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What are some things I should know?4 How much savings is generally recommended?0 What are some ways to save more money?Y ?What should I do now that I have financial responsibility for my aging parents?; How can I create a budget that I can really keep?< >Is buying a home a better investment than renting?4 )What are some ways to save money on taxes?I +What kinds of records should I keep that might reduce my taxes?> @How should I change my finances when I have a child?0 How should I invest in a college fund?s I don't have enough money to save for both retirement and for my child's education. What are my options?T 4How do I know when I'm too deeply in debt, and how can I work off my debt?3 ,Can I deduct the costs of my home office?E AI'm getting divorced. 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How do we create a long-term plan that works for us? ýÿÿÿAsk the Experts#Budgeting Video QuickTour$Categories Video QuickTour%Investments Video QuickTour"Register Video QuickTour!Reports Video QuickTour&Tax Features Video QuickTour.Time-Saving Features Video QuickTourVideo QuickTours"ýÿÿÿQuicken Video QuickToursAccount List"Category & Transfer ListClass ListCollege PlannerCreate GraphCreate New AccountCreate ReportFinancial Calendar%Guide Card SettingsHomeBaseLoan Planner Export.)QuickTour: Balancing Your Checkbook.'QuickTour: Organizing Your Finances/*QuickTour: Paying Bills In Less Time(+QuickTour: Planning For Taxes-,QuickTour: Planning For The Future&/QuickTour: Quicken Overview2(QuickTour: Seeing Where Your Money Goes/-QuickTour: Tracking Your Investments0.QuickTour: Using A Modem with QuickenRemindersBudgetForecasting!Online Banking"Online Bill PaymentPortfolio View#Quick ToursRefinance PlannerRetirement Planner Savings GoalsSnapshotsTax PlannerView Loans$Scheduled Transaction ListBackup Save DesktopMemorized Graphs Import$Memorized Transaction List Options Restore Quicken File$Quicken TipsWrite ChecksýÿÿÿQuicken Features(ˆ Setting up accounts (contents)'* Overview: Setting up accountsAœAccount types%BœSelecting an account to use%CœEditing account informationDœDeleting an account¢ Hiding an accountcAccount List windowFœAccount list columns/HœHow do I set up a joint bank account?6IœHow do I change the limit on my credit card?.JœCan I put a password on my accounts?3ê How do I set up a line of credit account?% Setting up loans (contents)ƒ Setting up loans&MœMaking regular loan paymentsE† Can I see how much interest I've paid this year on my loan?NœSetting up a loan2OœMaking prepayments of the loan principal*Ž Deleting a mistaken loan payment.QœHandling loans with balloon payments(RœHandling negative amortization&SœHandling zero-interest loans7TœHandling loans for which you receive payments@UœChanging the interest rate for an adjustable rate loan#WœDeleting an interest rateXœRefinancing a loan7YœDeleting a loan you've paid off or refinanced,ZœBalancing your accounts (contents)![œBalancing your accounts.\œReconciling a bank account statement5]œReconciling an investment account statement5^œReconciling a mutual fund account statementL_œAdjusting the account register to agree with the account statement?`œAdjusting for the opening balance of a bank statement9aœDifference between "c" and "R" in the Clr field>bœUpdating security prices from your account statement*cœPrinting a reconciliation report-dœReconciling a credit card statementFeœAdjusting the register to agree with a credit card statement&fœMaking a credit card payment4gœMarking a range of transactions as cleared7hœUpdating the balance of an investment accountDiœMatching the balance of a cash account to the cash on hand:jœUpdating the value of your assets or liabilities(– Setting up a budget (contents)lœSetting up a budget$mœCreating your first budget<‡ Entering budget amounts based on past transactions;oœSetting up budgeted amounts for account transfers$pœBudgeting biweekly amounts%þŸCreating additional budgets qœEditing budget amounts,ÿŸChoosing a budget report to createrœPrinting a budget<sœCopying and pasting your budget into a spreadsheet*tœClearing all amounts in a budget9uœWhat are quick ways of moving through a budget?(vœCan I print a budget sideways?$‡œAccounts (troubleshooting)ˆœName already in use&‰œAccount set up in wrong file<ŠœLiability account increasing instead of decreasing+‹œOnline services (troubleshooting)%ŒœCheckFree (troubleshooting)9ŽœComputer locks setting up modem (Autoconfigure) õŸNo response from modem,öŸModem responds, but cannot connect$œUnable to initialize modem<”œOnline banking - download stopping before completeD•œOnline banking - processing center not recognizing account*–œCannot connect, please try later3+ Cannot connect to register Quicken online=, Can't find Software Registration on the Online menu/˜œUnable to initialize modem: CheckFree@™œCheckFree - "Transmission sent in unrecognized format"LšœCheckFree - "This is not a CheckFree account" (when clicking icon);›œCannot find ticker symbol: Portfolio Price Update5œGetting yesterday's prices for mutual funds7÷ŸIf you forget your Intuit Membership password=øŸDisplaying your Intuit Membership number in QuickenBùŸQuicken prompting me to set up another Intuit Membership"úŸCannot connect to Intuit5ûŸPortfolio Price Update, menu command dimmedFüŸQuicken prompting for another Portfolio Price Update sign-up)ýŸPrices updated in only one file;Ò Autoconfigure setting up wrong modem (two modems)2ë I can't find the standard merchants list+ì My online payments are often late1ö Connecting to Quicken Financial Network9žœBillminder & Desktop Settings (troubleshooting):ŸœBillminder not reminding you of transactions due5 œBillminder reminding you too far in advanceA¡œBillminder reminding you of transactions in an old file;¢œCannot find billmindw message when Windows starts7£œBillminder is turned off; still get reminders)¤œWhy can't I save empty desktop?¥œIcons not working4¦œBudgets & Budget Reports (troubleshooting)'§œAutoCreate budget not working5©œAmounts on budget report appear to be wrong0ªœBudget report: 1,111.11 printing as 1.?«œBudget amounts and actual amounts differ (AutoCreate)7¬œBudget showing an account that's been deleted&­œCategories (troubleshooting)3¯œNo categories on category list (new file)/± Duplicate categories on Category list*±œError messages (troubleshooting) ³œCannot create bag itemµœDamaged bag item%¶œError creating mem bag item¹œNot enough memoryºœOut of local memory,¼œMemorized transaction list is full' Entries missing after upgrade(¾œCould not locate or open macro¿œCannot create toolbar*ÀœUnable to update account headers-ÁœUnable to read or write to Drive A:.ÄœQuicken data files (troubleshooting)"ÅœCannot find Quicken file%ÇœCannot restore Quicken file/ÈœI deleted my file. Can I get it back?4ËœCheck your hard drive (CHKDSK or SCANDISK)5ÎœGeneral Protection Faults (troubleshooting).ÏœGeneral protection fault in USER.EXE-ÐœGeneral protection fault in GDI.EXE.ÑœGeneral protection fault in QWPR.DLL1ÒœGeneral protection fault in KRNL386.EXE6ÓœGeneral protection fault - Creating a report6ÔœGeneral protection fault - Printing a report5ÕœGeneral protection fault - Starting Quicken4ÖœGeneral protection fault - Playing a video-ÚœWhat is a General Protection Fault?4W Recovering from a general protection fault;X Troubleshooting Windows general protection faults'ÛœInvestments (troubleshooting);ÜœPortfolio View market value not matching register,ßœPrice history missing for security3àœInvestment performance reporting too high6áœTransactions missing on capital gains report7ãœNumbers appearing wrong: capital gains report2äœSecurities missing from investment graph'åœIRR report not matching graph!æœLoans (troubleshooting)8çœAmortization incorrect on last month's payment8èœLoan schedule wrong after deleting transaction3éœCannot setup loan after deleting the loan7êœLoan split missing from memorized transaction'ëœCurrent loan balance is wrong%íœPasswords (troubleshooting)-îœQuicken not accepting file password-ïœQuicken asking for password on file*ðœIf you forget your file password$òœPrinting (troubleshooting)+óœNothing prints - printing reports*ôœNothing prints - printing checks>õœText clipped near edges of reports, lists, or graphs2öœNot printing in color - reports & graphs'÷œIllegible characters printing8øœDate or logo getting cut off - printing checksùœChecks not aligning&úœPrinter feeding blank checks&üœNo address on printed checks'þœPrint Checks icon not working)² Known problems using Clickbooks;÷ Printing overlaps or preview does not fit to page-ø Report will not print in draft mode*ÿœReconciliation (troubleshooting))Y Cannot reconcile bank statement& Understanding reconciliation6Registers and Transactions (troubleshooting)0Split keeps appearing in a transaction*Transactions missing in register>Using Import puts duplicate transactions in register,Transactions in register disappear# Reports (troubleshooting)0 Information missing - net worth report2 Checking reports that appear to be wrong1Checking graphs that appear to be wrong(Pasting reports from Clipboard+Computer system (troubleshooting)Videos too jerky'Tax Related (troubleshooting)3Everything not importing into tax program2Information missing: tax schedule report@Business income/expense incorrect: Quicken Tax Planner4Tax withheld too high: Quicken Tax Planner$èTroubleshooting (contents)C„ Using Quicken's financial planning calculators (contents)8Using Quicken's financial planning calculatorsGHow can I use the Loan Planner to calculate a six-month loan?" Calculating loan amounts#!Calculating loan payments= Calculating payments remaining if you prepay a loan8"Calculating a starting amount for your savings7#Calculating your regular savings contribution+$Calculating how much you can save@%Calculating how much your college savings will provide@&Calculating a starting amount for your college savings.'Calculating your annual contributionC(Calculating a starting amount for your retirement savingsF)Calculating your annual contribution to your retirement plan<*Calculating how much retirement income you'll have9+Calculating the break-even point for a new loan:,Quicken's financial planning formulas (contents)(-Quicken's amortization formula,.Investment Savings Planner formula!/College Planner formula%0Retirement Planner formulas#1Refinance planner formulaMn Scheduling transactions and using the Financial Calendar (contents)B3Scheduling transactions and using the Financial Calendar>4Finding a transaction in the Financial Calendar list45Setting up an investment transaction groupM6Where do the transactions in the Financial Calendar list come from?E7Can I remove transactions from the Financial Calendar list?>8Scheduling a transaction (on the Financial Calendar)E9Editing a scheduled transaction from the Financial Calendar<:Removing a transaction from the Financial CalendarC;Paying a bill ahead of time (from the Financial Calendar)1o Adding a note to the Financial Calendar;=Viewing next (or last) month's Financial CalendarK>Paying a bill ahead of time (from the Scheduled Transaction list)G?Schedule a transaction (using the Scheduled Transaction list)0@Editing the Scheduled Transaction listDADeleting a transaction from the Scheduled Transaction list&… What is a transaction group?(CSetting up a transaction group8DAssigning a transaction to a transaction group#EUsing a transaction group&FChanging a transaction group&GDeleting a transaction group - Account Balances Graph/HQuicken for Canadian users (contents)-IInstalling Quicken for Canadian use%JUsing a Canadian date style#KAmortizing Canadian loans#LUsing Canadian categories2MTracking Canadian GST and PST (Personal)2NTracking Canadian GST and PST (Business)4OSetting up Canadian tax liability accounts1PEntering Canadian business transactions1QReporting on your business transactions<RPaying Canadian GST and PST to the tax authorities-SOrdering cheques and other supplies'TCanadian amortization formula=í Categories, classes, and supercategories (contents)2VCategories, classes, and supercategoriesBWIs there a way to save time when deleting subcategories?6XHow can I transfer categories to a new file?“ What is a category?,[Quicken's standard home categories0\Quicken's standard business categories™ What is a class?› Setting up a categoryŽ Changing a category/`Turning a category into a subcategory aMerging two categories/bTurning a subcategory into a category6cMoving a subcategory to a different category2dAdding groups of categories to your listeDeleting categories/fAssigning a category to a transaction,gAssigning a class to a transaction5š Setting up categories with tax time in mind?[ Can I change the category of a group of transactions?+Ÿ Setting up classes and subclasseskChanging a classlDeleting a class)ÝCategory & Transfer list window"‚ What is a supercategory?$nSetting up supercategories"oRenaming supercategories"pDeleting supercategories1qAssigning categories to supercategoriesF\ How can I separate business accounts from personal accounts?5<Load Sample Data command (CD-ROM Help menu) î Using Personal Profile0p Writing and printing checks (contents)%tWriting and printing checks(uCan I write a postdated check?vWriting checks<z Can I change the onscreen background on my checks?xRevising checks@{How can I print duplicate vouchers on a laser printer?|No checks to print.~Does not support full range of fonts7Paying bills online with CheckFree (contents)+‚Setting up your modem (CheckFree)=ˆChanging loan payment for a CheckFree fixed payment5Getting information about an online payment"ŽStopping online paymentsContacting CheckFree-Calling CheckFree Technical Support'“Confirming CheckFree payments"•Quicken menus (contents)ï Using shortcut menus–File menu commands—Edit menu commands"˜Activities menu commands™Lists menu commandsšReports menu commands›Plan menu commands Add-Ons menu commandsOnline menu commandsžWindow menu commandsŸHelp menu commands;AFinancial Planners: Refinance command (Plan menu))¦TurboTax command (Add-Ons menu)7§Quicken Home Inventory command (Add-Ons menu):VMutual Fund Finder command (CD-ROM Add-Ons menu)+ã ExpensAble command (Add-Ons menu))«QuickPay command (Add-Ons menu)-¬QuickInvoice command (Add-Ons menu)7­Pocket Quicken Connect command (Add-Ons menu)0›Investor Insight command (Online menu)3—Financial Directory command (Online menu)2Intuit Marketplace command (Online menu)*Quicken Help command (Help menu)-How to Use Help command (Help menu)( QuickTours command (Help menu)*"Quicken Tips command (Help menu).Windows Tutorial command (Help menu)+About Quicken command (Help menu)®Editing text&¯Working with Quicken windows°Using Quicken Help±Exiting Quicken ²Choosing menu commands(³Customizing Quicken (contents)´Customizing Quicken#‡ Making the iconbar appear'µAdding an icon to the iconbar8 Can I add customized icons for specific tasks?)·Changing an icon on the iconbar+¸Deleting an icon from the iconbar*€ Changing how the iconbar appears2ºTurning Qcards or Guide Cards off and on1»Change reminders and Billminder options%¼Saving your Quicken desktop3½Changing the colors used in the registers9¾Changing the font and font size in the register"ÂChanging general options#Œ Changing register options/ÄShortcuts for customizing the iconbar,ÅSetting display options for graphs(ÆChanging how QuickFill behavesCÇTurning automatic memorization of transactions off and on1ÈDisplaying more report columns onscreen!ÉChanging report options q Changing check options%àRecommended address formats'ËFiscal year option in Quicken7ÌChanging Quicken's Financial Calendar optionsˆ Using QuickTabs'ð Turning off the To Do! button'ñ Changing the HomeBase graphic+s Managing Quicken files (contents) ÎManaging Quicken files!ÏCreating a Quicken file"ÐAbout Quicken data files ÑOpening a Quicken file ÒCopying a Quicken file!ÓDeleting a Quicken file2™ Checking the integrity of a Quicken file!ÔRenaming a Quicken file#r Backing up a Quicken file"˜ Restoring a Quicken file×Year-end procedures"ØArchiving a Quicken file"ÙCreating a new-year file#ÚProviding a file password"ÛChanging a file password"ÜRemoving a file password*ÝProviding a transaction password)ÞChanging a transaction password)ßRemoving a transaction password:àUpdating files from previous versions of Quicken5âChanging the frequency of automatic backups5ãWhy does Quicken create a BACKUP directory?6äForecasting your financial future (contents)+åForecasting your financial future6æDifference between forecasting and budgetingSçWhat's the difference between forecasting and the account balances graph?8èWhere do the amounts in my forecast come from?*éComparing two forecast scenarios+êCreating a forecast from a budgetëCreating a forecast)ìChange the forecast time period4íSelecting accounts for your forecast graph(îChanging your forecast amounts4ïChanging an Estimated Item to a Known Item4ðChanging a Known Item to an Estimated Item&ñCreating a new forecast item"òDeleting a forecast item.óCreating multiple forecast scenarios+ôSaving a forecast projection line+õCreating a budget from a forecastöGlossary'÷401(k) or 403(b) (definition)øAccount (definition),ùAccount selection bar (definition)'úAccounts payable (definition)*ûAccounts receivable (definition)'¤ Accrued interest (definition)$üActive window (definition)&ýAligning checks (definition)#þAmortization (definition)*¬ Annualized tax data (definition)ÿAnnuity (definition)žArchive (definition)žASCII (definition)žAsset (definition)%žAsset accounts (definition)$žAutoconfigure 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(definition)%'žDialing prefix (definition) (žDirectory (definition)!)žDisk drive (definition)*žDividend (definition))ä EasyAnswer reports (definition)å EasyStep (definition)%,žOnline payment (definition)9-žEnding balance and current balance (definition).žEquity (definition)/žExport (definition)$0žFile password (definition))1žFinancial Calendar (definition)/2žFinancial Calendar Notes (definition)'3žFind and Replace (definition)%^ Fine alignment (definition)"4žForecasting (definition),5žForecasting scenarios (definition)!6žGinnie Mae (definition)7žGraph (definition)#8žGraph legend (definition)% Hidden account (definition)9žHomebase (definition):žImport (definition):;žIndividual Retirement Account (IRA) (definition),<žInitialization string (definition))>žIntuit Marketplace (definition)( Intuit Membership (definition))?žInvestment account (definition)&@žInvestment goal (definition)AžKeogh (definition)"BžLiabilities (definition))CžLiability accounts (definition)#DžMarket value 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(definition)7jžReport printer and check printer (definition)kžReports (definition)#lžReset string (definition)mžRestore (definition)(¥ Return of capital (definition)+nžSavings goal account (definition),ožScheduled Transaction (definition)pžSecurity (definition)$qžSecurity type (definition) ržSnapshots (definition) sžSpeed key (definition)tžSplit (definition)$užOther reports (definition)&vžStandard checks (definition)%wžStart new year (definition)xžStock (definition)"yžSubcategory (definition)zžSubclass (definition)${žSupercategory (definition)|žSymbol (definition)$}žTicker symbol (definition)"~žTransaction (definition)(žTransaction group (definition)+€žTransaction password (definition)žTransfer (definition)!‚žUnit trust (definition)$ƒžTreasury bill (definition).„žUnrealized gain or loss (definition)%…žVoucher checks (definition)$‡žWallet checks (definition)+£ Graphing your finances (contents)‰žCreating graphs‹žBar graphsŒžPie charts9žViewing more detail in a pie chart or bar graphDŽžHow can I speed up graph printing on a PostScript printer??žHow can I speed up graph printing on a laser printer?*žGraphing income against expenses'‘žGraphing your budget variance!’žGraphing your net worth#“žGraphing your investments(~ Viewing more detail in a graph•žMemorizing a graph$–žRenaming a memorized graph%—žRecalling a memorized graph'˜žCustomizing a memorized graph™žCustomizing a graph$šžDeleting a memorized graph(¦ Using and controlling HomeBase)’ Tracking investments (contents)/¦ Handle common investment transactionsžTracking investmentsžžBuying a securityŸžSelling a security$ žEntering investment income ¡žEntering reinvestments" Entering stock dividends.§ Transferring shares between accounts1¨ Handling corporate mergers and spinoffs¢žEntering stock splits£žBuying on margin1¤žBuying and redeeming U.S. Savings Bonds$¥žHandling a Ginnie Mae bond"¦žRedeeming Treasury bills%§žRecording zero-coupon bonds¨žSelling short©žEntering options#ªžSelling a Ginnie Mae bond3«žEntering a return of capital or principal$¬žRetiring a Ginnie Mae bond1­žSetting up a single mutual fund account9®žEntering the transaction history for a securityB© How much historical detail to set up about an investment= What do the tildes (~) mean on my account balances?J°žWhen I sell shares, my broker holds part of the cash for 30 days/±žOverview: Tracking 401(k) information8²žEntering a 401(k) deduction from your paycheck6³žTracking company matching funds for a 401(k).¶žWhich investment account type to useCÙ Upgrading a bank account used for brokerage cash balancesBÚ Tracking the performance of funds in a brokerage account/¥ Handling funds in a brokerage account)Û Using a linked checking account<ž Regular vs. single mutual fund investment accounts&Ÿ Creating a new asset accountA·žAdding a transaction to the investment account register¸žDeleting a security%¹žDeleting an investment goal"ºžDeleting a security type1»žSetting up a regular investment account4½žEntering the opening balance of a security7¾žUpdating or entering a beginning cash balance'¿žSetting up an investment goal$ÀžSetting up a security typeÁžSetting up a securityžEditing a security ÞUpdate security pricesŠ Entering a new price6ÄžViewing prices and market value for accounts;ÅžViewing prices and market value as of a given day4ÆžTrack indexes and securities you don't own1ÇžViewing the price history of a security3ÈžAdding to the price history of a security1ÉžEditing the price history of a security)ÊžDeleting a price for a security"ËžChanging a security type4ÌžAssigning an investment goal to a securityÍžAbout securities5ΞDeleting a memorized investment transaction2ÏžUsing a memorized investment transactionúPortfolio View window(œ Customizing the Portfolio View@ÒžGrouping securities within regular investment accounts@ÔžUsing QuickFill and memorizing transactions (contents)ÕžUsing QuickFill'ÖžWhat is a locked transaction?*מCompleting entries automatically4ØžUsing drop-down lists to complete an entry/ÙžMemorizing transactions automatically8ÚžRecalling memorized transactions automatically"ÛžMemorizing a transaction5ÜžMemorizing an existing transaction manually/ÝžMemorizing a new transaction manually4ÞžRecalling a memorized transaction manually*ßžChanging a memorized transaction)àžDeleting memorized transactions6ážLocking and unlocking memorized transactions#âžHelp for Quicken messages* Setting up your modem (contents)HãžSetting up your modem to use Intuit online services (overview)+äžLetting Quicken set up your modemåžUsing Autoconfigure'æžChanging basic modem settings*çžChanging advanced modem settings.ƒyModem Autoconfigure Completed window6~ySet Up Modem - Intuit Online Services window4 Port5 Speed6 Access Number8èžInternational access to Intuit online services7 Dialing Prefix8 Dial Type%yAdvanced modem setup window: Reset String; Initialization String-éžChanging the modem's speaker volume‚yDialing prefix window2êžWhat do I have to do to set up my modem?N Can I use a 1200 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(contents)'ŸOverview: Paying bills onlineCŸSetting up an existing Quicken account for online payment1ŸAdding payees to your online payee list,ŸChanging or deleting online payees' ŸSetting up repeating payments2!ŸConnecting a repeating payment to a loanD"ŸChanging loan payments for a repeating online bill payment #ŸMaking online payments$ŸWriting online checks2%ŸEntering online payments in the registerS&ŸSending payments and other instructions to the online bill payment center"'ŸStopping online payments3(ŸContacting the online bill payment centerAú Retrieving messages from the online bill payment centerN*ŸHow do I confirm that the online bill payment center made a payment?-+ŸTo whom can I send online payments?*,ŸHow are my online payments made?=-ŸSwitching between CheckFree and online bill payment,.ŸSigning up for online bill payment)/ŸScheduling online bill payments90ŸSwitching from CheckFree to online bill payment>1ŸSwitching back to CheckFree from online bill payment+2ŸPermanently turning off CheckFreeC4ŸSetting up a new Quicken account with online bill payment35ŸCanceling the online bill payment service+6ŸPortfolio Price Update (contents)(7ŸUpdating your portfolio pricesE Note (Price History)*8ŸFinding and using ticker symbols'9ŸCase-sensitive ticker symbolsF Preferred stocksG WarrantsH Classified stocksI RightsJ UnitsK When issued0L Miscellaneous (Portfolio Price Update):  Entering ticker symbols for stock market indexes6  Ticker symbols for additional market indexes2;ŸPreventing a price update for a security+<ŸChanging your billing information*=ŸCanceling Portfolio Price UpdateF>ŸUsing Portfolio Price Update with more than one Quicken file\  Using your existing Portfolio Price Update service with more than one Quicken fileE?ŸSigning up for an additional Portfolio Price Update ServiceJ@ŸSigning up for Portfolio Price Update with new Intuit MembershipOAŸSigning up for Portfolio Price Update with existing Intuit Membership@BŸUsing Portfolio Price Update on more than one computer+ Portfolio Price Update (overview)"DŸUsing free trial updates:M Credit card information (Portfolio Price Update)2EuPortfolio Price Service Agreement window2¡Portfolio Price Update Service Agreement:)VUnable to update more than 200 securities window13uCredit card information required window4FŸHow much does Portfolio Price Update cost?-GŸHow current are the updated prices?/IŸCan I update bonds or options online?EKŸHow can I update prices if I have more than 200 securities?Cõ What does Estimated mean in the Last Price or Chg column?• Printing (contents)t Printing#NŸPrinting a Quicken window.OŸSetting up a printer to print checks>PŸSetting up a printer for printing reports and graphs(QŸPrinting a logo on your checks)RŸCreating a logo for your checks!SŸPrinting a sample check>TŸAdjusting check alignment (continuous-feed printers)<UŸAdjusting check alignment (page-oriented printers)VŸPrinting checks+WŸPrinting a partial page of checksXŸReprinting checks:— Changing the font for printed reports and graphsZŸPrinting a report[ŸPrinting a graph\ŸPrinting Snapshots]ŸPrinting a forecast)^ŸPrinting the Financial Calendar1_ŸPrinting the transactions in a register`ŸPrinting a list%aŸPrinting a report to a file+bŸPreviewing a report on the screen/cŸPrinting a register or list to a file5dŸPreviewing a register or list on the screen%eŸInstalling a printer driver.· Quicken Financial Network (contents)-¸ Overview: Quicken Financial Network1¹ Accessing the Quicken Financial Network2º Navigating the Quicken Financial Network+» Upgrading to full Internet access;¼ What are the hardware requirements for using QFN?7½ Can I use QFN with a 2400 or 9600 baud modem?^¾ If I already have an Internet account, should I install the Internet access package?N¿ If I didn't install QFN when I installed Quicken, can I do it later?9À Does QFN give me access to the entire Internet?Kü If I already have an Internet account, should I register for QFN?+Á How much does it cost to use QFN?Qý If I register for QFN, will my existing Internet browser software work?ZàAfter I register for QFN, how do I change modem settings or access phone number?&¡Finding access phone numbers9Ä What features do I get with free access to QFN?#Å Do I get e-mail with QFN?HÆ What features do I get when I upgrade to full Internet access?>Ç What is the difference between QFN and the Internet?7È What are the Internet and the World Wide Web?OÉ Will my online banking/bill payment transactions go through Internet?@Ê Where can I find detailed information about using QFN?2¡How can I learn more about the Internet?Ë How secure is QFN?@Ì Could other Internet users read files on my hard disk?9â Is it safe to download files from the Internet?5Í Troubleshooting (Quicken Financial Network)*fŸEstimating your taxes (contents)gŸEstimating taxes1lŸSetting your filing status and tax year!mŸChanging your tax rates)rŸAssembling your tax information7sŸGetting tax information from the current file.uŸChecking and adding to imported data%® Acting on your tax estimate/ŠŸIncreasing or decreasing withholdings1‹ŸFiling quarterly estimated tax payments)ŒŸCreating multiple tax scenariosCŸHow do I stay current with tax rate and tax code changes?5ŽŸAssigning tax form line items to categories1ŸRemoving tax form line item assignments/Quicken 5 for Windows Help (contents)?ŸQuicken 5 for Windows copyright and trademarks notice'‘ŸUsing the register (contents)’ŸUsing the register.“ŸAdding a transaction to the register”ŸFinding a transaction7} Finding and replacing transaction information%–ŸRecategorizing transactions;—ŸGoing to the other account involved in a transfer$˜ŸCreating a register report™ŸSaving your data0šŸChanging a transaction in the register! Splitting a transaction&œŸChanging a split transaction- Transferring money between accounts žŸDeleting a transaction'ŸŸInserting a blank transaction ŸVoiding a transaction!XAccount Register window!¡ŸAccount Register fields_ Account selection bar*¢ŸFields in bank account registers-£ŸNum field in bank account registers*¤ŸFields in cash account registers-g Ref field in cash account registers;¥ŸFields in credit or charge card account registers/¦ŸFields in liability account registers+§ŸFields in asset account registers0¨ŸFields in investment account registers  Using match characters ‰ Entering your paycheck,ªŸHow does the pop-up calendar work?.† How does the pop-up calculator work?!¬ŸUsing Quicken reminders?­ŸDisplaying calendar notes for a different time period7®ŸRecording scheduled transactions that are due7¯ŸPrinting checks due from the Reminders window%°ŸTurning reminders on or off6±ŸSkipping scheduled transactions that are due7²ŸDeferring scheduled transactions that are due5³ŸEditing scheduled transactions that are due?Ñ Sending online payments due from the Reminders window9| Creating reports about your finances (contents)R EasyAnswer reportsS Home reportsT Investment reportsU Business reports"V Other (standard) reports-´ŸSaving a desktop with a report open0Z Report dates (in Create Report window)>µŸMatching option (in Include tab of Customize window)x Memorizing a report'‹ Creating an EasyAnswer report$¤ Creating a standard report'¹ŸChanging report column widths” Customizing a report0»ŸCreating a report on selected accountsP¼ŸCreating a report on selected categories, classes, and supercategoriesA½ŸLimiting which transactions are included in your report"¾ŸUsing a memorized report(¿ŸCustomizing a memorized report%ÀŸRenaming a memorized report%ÁŸDeleting a memorized reportŸSample Reports8ßEasyAnswer report: Where did I spend my money?2ÄŸEasyAnswer report: How much did I spend?1ÅŸEasyAnswer report: How much did I save?-ÆŸEasyAnswer report: What am I worth?2ÇŸEasyAnswer report: Did I meet my budget?:ÈŸEasyAnswer report: What taxable events occurred?6ÉŸEasyAnswer report: How did my investment do?;ÊŸEasyAnswer report: What are my investments worth?!èCash flow report (home)ïMonthly budget report+éItemized categories report (home)êTax summary reportëNet worth reportìTax schedule report"îComparison report (home)&íMissing checks report (home) Portfolio value report'Investment performance reportCapital gains report"Investment income report(Investment transactions reportüP&L statement reportP&L comparison report%Cash flow report (business)A/P by vendor report ýA/R by customer reportJob/Project reportþPayroll reportÿBalance sheet report*Missing checks report (business)&Comparison report (business)Transaction reportSummary reportComparison reportBudget report!Account balances report-ž Setting up savings goals (contents)"ÍŸSetting up savings goals#ΟSetting up a savings goal ÏŸEditing a savings goal!ПDeleting a savings goal"ÑŸReport on a savings goal.ÒŸContributing money to a savings goal/ÓŸWithdrawing money from a savings goal2ÔŸDisplaying and changing the progress bar9ÕŸActual account balance when using savings goals8ÖŸDisplaying different goals on the progress bar/ןChanging progress bar display options1 Displaying Quicken Snapshots (contents)&ÚŸDisplaying Quicken Snapshots)ÛŸDisplaying the Snapshots window2ÜŸDisplaying a different page of SnapshotsÝŸEnlarging a Snapshot5ÞŸSelecting the number of Snapshots per page/ߟSelecting what each Snapshot displays;àŸCreating, editing or deleting a page of Snapshots-What's New in Quicken 5 for Windows1áŸOnline Software Registration (contents)1âŸOnline software registration (overview)2u Registering your Quicken software onlineQäŸIf I register Quicken online, should I also mail the registration card?DæŸDoes Intuit keep my registration information confidential?8çŸTechnical information about Quicken (contents)!éŸQuicken's data capacity:êŸTransferring data to and from Quicken (contents)ëŸTransferring data6ìŸImporting security prices from an ASCII file;íŸSaving security prices from Prodigy's Quote Track%îŸInformation about QIF files(ïŸImporting data from a QIF file&ðŸExporting data to a QIF file:ñŸCan I use my data from a DOS version of Quicken?EòŸHow do I convert data from my Macintosh version of Quicken?@óŸTransferring tax schedule report data to a tax programýÿÿÿQuicken HELPÔTargeting reports'Setting up for business taxes)ÏTracking company matching fundsÜRolling over a 401(k);çUsing retirement accounts to reduce your tax bill&Creating tax summary reports%‰Creating your list of funds+îAccounts Payable by vendor report0ïAccounts Receivable by customer report™Displaying charts%¾Projecting account balances!úAccount balances report-pViewing account balances as a graph,{Viewing transactions on a calendar*Setting up your business records.FTrack all your accounts in one place(^How many accounts do you need?nAssigning categories-|Transferring money between accountsTracking your cash-}Copying from one account to another*ÐTracking flexible spending funds1ÿSetting up accounts for tax preparation(#Tracking bills on a cash basis,$Tracking bills on an accrual basis4%Tracking customer invoices on a cash basis8&Tracking customer invoices on an accrual basis(ÑTracking reimbursable expensesNet worth graphs" Reconciling your records$ÒChanging the report layout3oTracking your goals with the progress bar+Setting up your Quicken data file7Choosing between cash and accrual bookkeeping0Keeping track of reimbursable expensesBuying securities)ŒTracking assets and liabilitieshAcknowledgements2Understanding what each transaction does Budget variance graphs$ƒAdding and renaming groupsJEntering items—Setting up portfolios#”Setting up the Watch List%~Adding earlier transactions1…Printing addresses in different formats,‚Customizing Financial Address Book’Adjustable-rate loans/¨Having Quicken adjust for differences)GViewing by location or category'Amortized loans and mortgages”Negative amortization8Choosing the best account to track investments%QUpdating policy information,yArchiving the previous year's data"8Updating security prices1Using Quicken to track simple inventory0Tracking fixed assets and depreciation9'Tracking prepaid expenses and unearned revenues?ŽUpdating the balance of an asset or liability accountEÎEntering your paycheck deposit to record a 401(k) deduction# Managing wedding expenses!Tracking current assets4 Recording thefts or losses of fixed assetsòBalance sheet1 Keeping track of business profitabilityPurchasing assetsSelling fixed assetsNEntering the beginning cash balance for a regular investment account/kTransactions to enter in the register•Capturing data1xScheduled transactions can be automatic'ÇQuicken can set up your modem7sEntering recurring transactions in a register5»Including your automobile in your net worth2¼Tracking automobile maintenance expenses#¿Tracking business mileage%ÕTracking automobile mileage'ºTracking your automobile loan&¾After an automobile accident+Entering special tax transactions¸Automobile'æInvestment performance report'Investment performance graphs%3Creating reports and graphs-,Setting up your own portfolio views2bProtect your Quicken files by backing up)EChanging Home Inventory options fBacking up a data file*Setting up payroll-7Adjusting the cash or share balance3£Balancing your account for the first time4¦Finding a problem with the number of items;§Finding a problem with the dollar amount of items5©Updating your previously reconciled balance3ªReconciling more than one month at a time“Balloon paymentspFilling out a check-‚Tracking cash in a checking account+îUsing Home Inventory for bequestsÃOnline bill payment'Using reminder memos3qRequesting reminders and bills due alerts!oWriting checks to print-zPaying a group of bills all at once1 Buying and redeeming U.S. Savings Bonds%#Recording zero-coupon bonds'$Handling tax-free bond income!Borrowing money> Arranging your securities within investment accounts¶About budgets,ºCreating budget reports and graphs ¹Editing budget amountsùBudget report½About forecasts:Creating property management reports and budgetsêBusiness reports+ Setting up your chart of accounts7dQuicken's Standard Business Categories - U.S.9fQuicken's Standard Business Categories - Canada0mThe first time you enter a transaction"¨Shopping for a home loan7Transferring money to and from other accounts1°Calculating loan payments and principal4±Calculating the cost of refinancing a loan*²Planning your investment savings'³Planning for college expenses´Saving for retirement9wScheduling recurring transactions on a calendar)Planning your business finances+&Entering options (puts and calls)'ŸUsing the Canadian date style7 Amortizing loans using semiannual compounding#¡Using Canadian categoriesB¢Tracking Canadian GST and PST for your personal expenses-¤Ordering cheques and other supplies Entering reinvestments7Creating capital gains reports for Schedule D)Preparing business income taxesçCapital gains report42Case study: A service club's Quicken files6ÇTracking purchases with cash or credit cards$„Updating your cash balance@ÊProjecting the parents' cash flow during college years*òPlanning for a new family member1ƒEntering transactions in a cash account)If you've skipped a month or so'WWhich categories do you need?4XSave time with the standard category listsAZAssign more than one category using a split transaction$ÞItemized categories report#ÿIncome and expense graphsCDCategorize your transactions to track income and expenses{Copying files74The Events file (for volunteer organizations)63The Admin file (for volunteer organizations)*;Step 2: Select a category to use1Setting up a regular investment account7GTransfer money between accounts automatically5Setting up categories for rental properties!ÕChanging report options-þSetting up for easy tax preparation$SIntuit checks and supplies)qBasic steps for printing checks&âMissing checks report (Home)*óMissing checks report (Business)+Writing paychecks1õTeaching children and teens about money'öBe the bank for your children TCreating claim reports$ Tracking jobs and projects2Setting up classes for rental properties5Tracking product lines and farm enterprises%YDo you need to use classes? ðJob and project report' Analyzing income and expenses4×Transferring report data to other programsšDisplaying reports+uSetting up a transaction password&xArchiving your Quicken files!0Volunteer organizations$OCreating inventory reports*ÁHow Quicken helps you in college'ÐWorking with reports onscreenSelling securities0How Quicken helps you with investments ãHome Comparison report1ÂThe magic of time and compound interest1wMoving a Quicken file between computersgRestoring a data file6ØDeciding how much you need for contingencies6|How Copy treats prior uncleared transactions*+Customizing your portfolio views)Giving and receiving securities-¯What is the tax basis in your home?#˜Setting up custom indexesDˆTracking credit card transactions in a credit card account(ŠUpdating a credit card account+‰Entering credit card transactions=‡Tracking credit card transactions in a bank account)ŠWorking with your list of funds2ÝTracking a foreign currency with Quicken'ýInvestigating items in graphs1Redeeming shares for IRA custodial fees›Using e-mailnCustomizing Quicken;Transferring Quicken data to TurboTax for Windows&dUnderstanding your data file&When two Quicken users marryBExporting Quicken data to other tax preparation software/NLearning Quicken by using sample data­Refinancing&©Tracking your amortized loan7ßTracking unpaid bills and deductible expenses&)Overview of payroll tracking/ÌEntering and scheduling your paycheck@Glossary,áCoping financially with disability"èInvestment income report&Investment transaction typesREntering income (dividends, interest, and capital gains distributions)2Managing your finances through a divorceóPaying household help1;Tracking members' dues or contributionsCÎAnswering your questions using Quicken EasyAnswer reports,ÙFast preview of individual reports,€Financial Address Book and QuickenÀCollege/ùCreating a list of emergency contacts9úEmergency financial information for your family8ÖTracking your qualified employee stock options-×Tracking nonqualified stock options.Filling in tax formszStarting a new year!»Creating a savings goal°What is home equity?(†Exiting Financial Address Book$ŽExiting Mutual Fund Finder"Exiting Investor Insight3Using Quicken to manage rental properties#œSharing data with QuickenðFamily=PWhat's new in Quicken Deluxe 5 for Windows (CD-ROM)%ýPreparing your income taxes lParts of a transaction.aDo you need more than one data file?:cDon't delete your Quicken data files by mistake!.tChanging or removing a file password$sSetting up a file password*ÖMemorizing and recalling reports)Starting Financial Address Book-„Searching in Financial Address Book-Working with Financial Address Book#ÊAbout Financial Directory.¯About financial planning calculators&Searching for a fund by namejLocating transactions$ÏCreating a standard report,ÓHow Quicken defines report periods&¿Creating a forecasting graph&ÀComparing multiple scenarios/²Reporting your home interest payments'ÔTracking frequent flier miles"8Tracking funding sources&9Funds for different purposes3"Entering a return of capital or principal8£Tracking Canadian GST and PST in your businessüGraphs and snapshots%‹Viewing a fund on your list>2Graphing a security’s price history and market value¥Home ownership³Selling a home·If you rent3VOrganize records for the results you want4]Assign categories and classes consistently5€Accounts to complete your financial pictureÂOnline banking69Creating your inventory: it’s quick and easy,aSending a transaction from QuickenéRetirement decisions54Tracking indexes and securities you d’t own7BFinal Step: Determine your insurance coverageSSetting up a claim.RCreating reports about your coverage1šReporting on year-to-date loan interest#ÉQuicken Financial Network05Entering prior history for investments*Entering investment transactions’Getting started–Reading news storiesKeeping good recordsÙChanging employers+Setting up for multiple W-2 forms5ÓSaving money for a planned leave of absence.–Loans for which you receive payments-Paying your taxes-‹Tracking a revolving line of credit*yCreating a scheduled transaction-˜Additional prepayments of principal(›Changing the details of a loanœPaying off a loanžComparing loans(¬Making extra mortgage payments ÄTracking student loans*™Deleting a mistaken loan payment)uThe Memorized Transactions list=QTransferring Quicken data from Macintosh to WindowsBuying on marginàNet worth reportÆIntuit Marketplace Marriage5vKeeping the memorized list manageably short;tControlling and leveraging memorized transactions)“Signing up for Investor InsightThe View Loans windowÝMonthly budget report-Getting updates of Morningstar data(«Paying the mortgage each month#¶Tracking the moving boxes%ˆStarting Mutual Fund Finder3 Choosing which investment accounts to use4^Sending inventory resale values to Quicken*`Viewing resale values in Quicken ‘About Investor Insight÷Summary report0¤Balancing a Quicken account each month#ëProfit and Loss statement7÷Helping parents with finances (or vice versa)0eProtecting a data file with a password*Adjusting your paycheck tracking2kReplacing information in specific fieldsñPayroll report$ÆTracking rent and deposits/­About all of Quicken’s planning tools+…A quick way to track pocket money åPortfolio value report)Overview-1Tracking a security’s price historyYUsing print preview'\Changing your printer options/rCheck printing problems and solutions7Handling items or materials bought for resale7Tracking projects:rProtecting files and transactions with passwords"TIntuit software products#(Using Quicken for payroll8 Estimating your taxes with Quicken Tax PlannerÚQuick reports3ÑInvestigating report items with QuickZoom-lRecategorizing several transactions-6Reconciling the investment registerRefinancing a loan1>Refunding money for canceled activities3=One-time events (Volunteer organizations)!ÜCash flow report (Home)$ôBusiness Comparison reportßTax summary reportöTransaction report'Creating tax schedule reportsæRetirement%ëRecording retirement income:¼Checking your progress on meeting a savings goal( Option 2: Set up for this year- Option 1: Enter all historical data—Making loan payments%Selling short.-Choosing which securities to display3Entering stock splits and stock dividends20Entering security prices for other dates,Arranging your investment accounts0ÒTracking vacation and sick leave hoursWhat are snapshots?-[Batch up transactions using a split3<Step 3: Enter items in the inventory list,Updating your tax form informationáTax schedule report=5Tracking ticket sales (for volunteer organizations)<Categorizing and classifying property transactions7vChanging or removing the transaction password9\Keep related transactions together with a split,!Redeeming Treasury bills (T-bills)&ÛTracking unemployment checks(éInvestment transactions report•Zero-interest loans%ýÿÿÿUsing Quicken online manual Investor Insight ýÿÿÿOnline InvestorMutual Fund FinderýÿÿÿMutual Fund Finder Quicken Home Inventory ýÿÿÿQuicken Home Inventory,Help Contents for Investor InsightGetting startedIntroductionFirst stepsSystem requirementsGetting Help‘Terms of ServiceCommunications Capturing data)Signing up for Investor Insight@œTroubleshooting*AœEditing your account information E-mailKSetting the timerÔCalling&Customizing the data capture"Changing the modem setup*ÄChanging advanced modem settings!dWriting e-mail messages.CœAttaching files to an e-mail message!Accessing incoming mail!Accessing outgoing mail$æChanging your user profile1EœGetting billing and pricing informationlœWatch List:mœAdding stocks and mutual funds to the Watch List>Removing stocks and mutual funds from the Watch List'Portfolios and custom indexesPortfoliosêCreating portfolios%Creating a simple portfolio(SCreating an advanced portfolioOpening portfoliosëRenaming portfoliosDeleting portfolios>Adding stocks and mutual funds to a simple portfolioHEditing stock or mutual fund information in a simple portfolioB Deleting stocks and mutual funds from a simple portfolioL!Exporting stock or mutual fund information from a simple portfolioK(Changing the start date and cash amount for an advanced portfolio6#Adding transactions to an advanced portfolio7$Editing transactions in an advanced portfolio:%Deleting transactions from an advanced portfolioF&Exporting transaction information from an advanced portfolio<+Entering buy transactions in an advanced portfolio=,Entering sell transactions in an advanced portfolio9&Entering contributions in an advanced portfolio7'Entering withdrawals in an advanced portfolio?*Entering income transactions in an advanced portfolio>)Entering split transactions in an advanced portfolio15Adjusting cash in an advanced portfolio.Charts+½Displaying company preview charts/Price-volume charts10Displaying price-volume overview charts(1Displaying price-volume charts!Displaying index chartsÏPortfolio charts$4Displaying holdings charts*5Displaying relative value charts+6Displaying portfolio value chartsF7Displaying portfolio vs. Dow Jones Industrial Average chartsComparative charts*9Displaying percent change charts+:Displaying abnormal volume charts!;Displaying burst charts+îSetting the time period of charts%àSetting the scope of chartsóSetting chart options(?Jumping to related information@Printing chartsAExporting chartsBNews and notesCNews!DDisplaying news storiesEPrinting news storiesFDeleting news stories GExporting news storiesHœCopying news storiesHReportsIFlash reports#JHistorical prices reportsKCurrent prices report&Displaying portfolio reports"MDisplaying value reports(NDisplaying performance reports ODisplaying lot reports PDisplaying tax reportsQCompany snapshots-RSetting the time period of reports6Setting the scope of a current prices report3Setting the scope of a performance report1USetting the scope of a company snapshot+wSetting the scope of a tax report LSetting report optionsWPrinting reportszExporting reportsHCompany reports"mOrdering company reports$[Displaying company reports"\Deleting company reports]Personal report6^Setting the time period of a personal report2ÝSetting the scope of the personal report4ÛIncluding snapshots in the personal report(aPreviewing the personal report&bPrinting the personal report/cChanging the personal report masthead7dChanging the personal report summary articles-eChanging the personal report chartsNotesgDisplaying noteshCreating notesiEditing notesjDeleting noteskPrinting noteslExporting notesCustom indexes!nCreating custom indexes oEditing custom indexes!pDeleting custom indexes Archives! Deleting data from disk=sReturning stocks and mutual funds to the Watch List  Compressing disk spaceuProgram basicsIconbar‰DesktopMemorizing windowsqPasswords#–Help for Investor InsightšDisplaying Qcards8NœUsing Investor Insight stock quotes in Quicken?‚Using Quicken investment accounts in Investor Insight;OœUsing Investor Insight historical data in Quicken)PœConverting Quicken transactions%QœUpdating Quicken portfoliosnœCorrectionsTœBacking upaœRestoring your data-iœTaking Investor Insight on the roadjœCalling Intuit:kœInvestor Insight copyright and trademarks noticeeœGlossaryýÿÿÿOnline Investor HELP2@œHelp Contents for Quicken Home Inventory&AœUsing Quicken Home InventoryBœReference and Tips&CœAbout Quicken Home InventoryXœCreating a new fileYœOpening a file#ZœSetting up a new password)[œChanging or deleting a password\œBacking up a datafile]œRestoring a file!`œCreating a new location!dœCreating a new categoryeœEditing a categoryfœDeleting a categoryhœAdding a new policyiœEditing a policyjœDeleting a policy/lœEntering information about your claimmœEditing a claimnœClosing a claimoœPrinting reportspœCreating a report(qœInventory value summary report!rœInventory detail report+sœInsurance coverage summary report*tœInsurance coverage detail report'uœInsurance claim detail report(¾Insurance claim summary report,vœSelecting items for detail reportswœSetting options!xœChanging the date styleyœGetting Help)zœViewing by location or category{œAlphabetizing items.…œDistinguishing between similar items'†œUsing alphabetical references#ªœAdding a new resale value*‹œEditing the resale value history-ŒœDeleting a resale value for an item-ŽœAdding, entering, and viewing items4œAdding items to the inventory (the basics)3œAdding items from the Suggested Item list'‘œAdding new items from scratch ’œCopying existing items!“œUpdating existing items,”œDeleting items from your inventory•œSuggested Items list7–œSending data to another Quicken asset account?—œViewing Quicken Home Inventory information in Quicken;˜œUpdating Quicken Home Inventory data with QuickenšœKeyboard Shortcuts›œSuggested lists$œœSuggested items and valuesœSuggested LocationsžœSuggested categories&ŸœSuggested insurance policies'¡œFirst aid for common problems3¢œMoving items from one location to another;£œMoving items from one insurance policy to another¤œchanging report fonts"¦œChanging printer options§œFinding an item¨œQuick Start tutorial%ýÿÿÿQuicken Home Inventory HELP.@œHelp Contents for Mutual Fund Finder"dAbout Mutual Fund Finder$qMutual Fund Finder summary&AœDomestic stocks (definition)%BœDomestic bonds (definition)+|œInternational stocks (definition)#CœGlobal bonds (definition)"DœOther funds (definition),EœOpen-end mutual funds (definition)%FœExtended Asset Classes List'GœAsset allocation (definition)(HœAggressive growth (definition)IœBalanced (definition)$JœEquity income (definition)„œGrowth (definition)(LœGrowth and income (definition)…œIncome (definition)1NœMunicipal bond--California (definition)/OœMunicipal bond--national (definition)3PœMunicipal bond--single state (definition)/QœMunicipal bond--New York (definition) RœSpecialty (definition)$SœSmall company (definition)+TœSpecialty--financial (definition)(UœSpecialty--health (definition)3VœSpecialty--natural resources (definition)1WœSpecialty--precious metals (definition),XœSpecialty--technology (definition)+YœSpecialty--utilities (definition)%ZœEuropean stock (definition)$[œForeign stock (definition)$\œPacific stock (definition)"]œWorld stock (definition):^œGovernment bond--adj. rate mortgage (definition)'_œConvertible bond (definition).`œCorporate bond--general (definition)1aœCorporate bond--high yield (definition)/bœGovernment bond--general (definition)!cœWorld bond (definition)0dœGovernment bond--mortgage (definition)3eœCorporate bond--high quality (definition)0fœGovernment bond--Treasury (definition).gœShort-term world income (definition)%hœDividend yield (definition)!iœNet assets (definition),jœNet asset value (NAV) (definition)%kœCapitalization (definition)$lœTotal returns (definition)mœManager (definition)%nœManager tenure (definition))oœMorningstar rating (definition)'pœMorningstar risk (definition)qœBeta (definition)!rœFront load (definition)$sœExpense ratio (definition)$tœDeferred Load (definition)%uœRedemption fee (definition)!vœ12b-1 fees (definition)"wœUsing Mutual Fund Finder%xœFind fund by name or symbolyœFind fund by criteria-BFind Fund by Name or Symbol commandœImport command4œimporting mutual fund symbols from Quicken$€œSoftware License Agreement!ýÿÿÿMutual Fund Finder HELP)@œHelp for Financial Address Book1CœShowing or hiding fields in Detail view3DœAdding or removing columns from List view4EœChanging the order of columns in List viewFœSetting up groupsGœRenaming a group/HœPrinting addresses in various formatsIœUsing Print Preview1JœSelecting addresses to print or preview!KœSetting up your printerLœAdding a new addressMœDeleting an addressVœEditing an address"NœSearching for an addressOœSorting addresses,PœCustomizing Financial Address Book/QœOpening a Financial Address Book fileWœShowing the iconbar"áCopy command8Delete commandRœWorking with Quicken.SœSending updated addresses to Quicken.TœQuickFill and Financial Address Book(UœExiting Financial Address Book.XœEditing names that come from Quicken&>Move Organization into NamesýÿÿÿAddress Book HELP+Netscape Navigator Intuit Edition)ýÿÿÿQuicken Internet Access Package