what's the best way to learn Quicken?


B

Buck Frobisher

Hello there. I bought a copy of Quicken XG 2006 a while go and finally got
around to installing it last night. My goal in using this is to summarize
my personal finances and look at them in a meaningful way.

Well, I can see that I need to have a resource to learn from beyond the Help
file, and I was wondering what that is. I've already some learned from
reading old posts here, but not for the main thing that I'm stuck on so far.
So is it the "Dummies" series, or Video Professor, or...?

In the meantime, any thoughts on how I can enter bank RRSP accounts into Q
to which I already have online access? Q shows a list of online
"partners", but the bank I use isn't there. Do I have to enter the data
manually, or is there a way to automate it? I saw a thread last year sort
of close to this question, but the result seemed to be that third party
software was recommended.

Q's suggestion was to invest with one of its partners. Doh! Why didn't I
think of that? :)

Also, the talk in Q's Help file about Canada Savings Bonds assumes that I
buy them in whole amounts, but in my case I have a Payroll Savings plan at
work. How do I set that up in Q?

Thanks in advance


--
 
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A

Andrew DeFaria

Buck said:
Hello there. I bought a copy of Quicken XG 2006 a while go and finally
got around to installing it last night. My goal in using this is to
summarize my personal finances and look at them in a meaningful way.
You do realize that that simply stated goal will take a lot of effort on
your part don't you?
Well, I can see that I need to have a resource to learn from beyond
the Help file, and I was wondering what that is.
Try your mind. It has almost unlimited expansiveness and can learn over
time. Why do you think you need more help than the help file gives you.
Many have learned Quicken fairly well with little else. Take things one
step at a time and you'll get there.
I've already some learned from reading old posts here, but not for the
main thing that I'm stuck on so far. So is it the "Dummies" series, or
Video Professor, or...?
I'm sure there are many who have written such products that essentially
read the help file to you mind you (You were aware of this were you
not?) for a price.
In the meantime, any thoughts on how I can enter bank RRSP accounts
into Q to which I already have online access? Q shows a list of online
"partners", but the bank I use isn't there.
Perhaps they are not supported. Ever think of calling your bank?
Do I have to enter the data manually, or is there a way to automate
it? I saw a thread last year sort of close to this question, but the
result seemed to be that third party software was recommended.

Q's suggestion was to invest with one of its partners. Doh! Why didn't
I think of that? :)
Think about it. What would you want Quicken to suggest? "We suggest that
you hook up with some organization that we know nothing about, have not
tested, etc. That oughta assure you have the best streamlined and
integrated access with Quicken with the fewest problems". Yeah right...
Also, the talk in Q's Help file about Canada Savings Bonds assumes
that I buy them in whole amounts, but in my case I have a Payroll
Savings plan at work. How do I set that up in Q?
Try Google:
http://www.google.com/search?hl=en&...US:official&hs=sr6&q=RRSP+quicken&btnG=Search

I know nothing about Canada and their financial methods.
 
A

Alex4all

Frget it. Forget that you need know every penny you spent

All you need to know is:
Can you pay the mortgage
Can you pay down any credit cards?
Can you save??

Dont need at 50 dollar program to tell you that you are spending too much

You know it deep inside
 
A

Andrew DeFaria

Alex4all said:
Frget it. Forget that you need know every penny you spent

All you need to know is:
Can you pay the mortgage
Can you pay down any credit cards?
Can you save??

Dont need at 50 dollar program to tell you that you are spending too much

You know it deep inside
Sounds like a wonderful financial plan for life. Tell me son, how much
has your net worth increased using that plan of action? You ever think
about writing a book about "your method"? Cause that's probably the only
way you'll amass a fortune.
 
D

DP

Well, I can see that I need to have a resource to learn from beyond the
Help file, and I was wondering what that is. I've already some learned
from reading old posts here, but not for the main thing that I'm stuck on
so far. So is it the "Dummies" series, or Video Professor, or...?
I've never used video professor. The drawback I see to that is that you
won't have Quicken running while you've got the VP program running. Might be
easier to do it with a book in front of you while Quicken is open. But I
agree with another poster: try doing it without outside help at first and
see what you can figure out on your own before you pay for a book.
I'd say to come back to this forum every now and then with your questions.
Just be aware that some posters here get extremely miffed if the question
seems too basic, like, duh, you should know that already. That's their
problem, not yours.
Just remember that sometimes you have to slice through the crap of their
petulance before you get to someone who will give you a decent, truly
helpful answer.

In the meantime, any thoughts on how I can enter bank RRSP accounts into Q
to which I already have online access? Q shows a list of online
"partners", but the bank I use isn't there. Do I have to enter the data
manually, or is there a way to automate it?
Let me see if I can tell you something that I THINK is relevant to your
situation, but which may not be.
There are lots of FI's that let you download data directly from within
Quicken. The ones that don't however, often have another way of letting you
do this.
Many of them will have websites that let you download data from there. So if
the bank you're talking about has such a website, log onto it and look for
some kind of link that lets you download data. Lots of times it'll give you
the choice between Money and Quicken, and often it'll give you a choice of
Quicken versions.
Usually when you use that method, before the stuff is downloaded you'll be
asked if you want to Open or Save the data. Choose Open, and that SHOULD
automatically cause Quicken to open and start to save the data. Usually, at
least the first time you do this, Quicken will ask you to specify the
account this data is for.
Does that help at all?
 
A

Alex4all

Maybe we can buy a program that will show us every penny we spend on using
the auto to take to EACH STORE

Then, maybe, we can purchase a program that will show up how much each
spoolful of food costs, as we shovel them in our mouths.

You pal, are WAY TOO FUNNY

Keep keying in those nickles, from account to account

LOL
Alex4all wrote:

Sounds like a wonderful financial plan for life. Tell me son, how much has
your net worth increased using that plan of action? You ever think about
writing a book about "your method"? Cause that's probably the only way
you'll amass a fortune.
 
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A

Alex4all

Oh..A 50 buck program wiull let me mass a fortune,,,

Jerkoff


Alex4all wrote:


Sounds like a wonderful financial plan for life. Tell me son, how much has your net worth increased using that plan of action? You ever think about writing a book about "your method"? Cause that's probably the only way you'll amass a fortune.

-- Andrew DeFaria
Do people in France use American ticklers?
 
A

Andrew DeFaria

Alex4all said:
Maybe we can buy a program that will show us every penny we spend on
using the auto to take to EACH STORE

Then, maybe, we can purchase a program that will show up how much
each spoolful of food costs, as we shovel them in our mouths.

You pal, are WAY TOO FUNNY

Keep keying in those nickles, from account to account
I see you conveniently avoided answering my question.

Maybe we can just forget about everything we spend because more is
coming anyway.

Yeah I'll be laughing - laughing all the way to to bank...
 
A

Andrew DeFaria

Alex4all said:
Oh..A 50 buck program wiull let me mass a fortune,,,
In order to make money one must invest some. Let me ask you a question
though... If you're so dead set against this then what the hell are you
doing in this newsgroup?!?
Why are you telling me what your social plans for tonight are? I could
care less!

;-)
 
A

Alex4all

And you questions was. "Will I write a book?"
No pal, I won't

Will you?


Jerkoff


Alex4all wrote:
Maybe we can buy a program that will show us every penny we spend on using the auto to take to EACH STORE

Then, maybe, we can purchase a program that will show up how much each spoolful of food costs, as we shovel them in our mouths.

You pal, are WAY TOO FUNNY

Keep keying in those nickles, from account to account

I see you conveniently avoided answering my question.

Maybe we can just forget about everything we spend because more is coming anyway.

Yeah I'll be laughing - laughing all the way to to bank...

-- Andrew DeFaria
Why is it that most nudists are people you don't want to see naked?
 
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A

Andrew DeFaria

Alex4all said:
And you questions was. "Will I write a book?" No pal, I won't
Not that question - this question:

Tell me son, how much has your net worth increased using that plan
of action?

Actually I think you hinted at the answer... Not to much...
Will you?
I do web sites: http://defaria.com/quikiwiki/tiki-index.php. What have
you done?
Oh I get it now. Alex4all is your handle. Therefore "Jerkoff" must be
your name! LOL! :p

--

Andrew DeFaria <http://defaria.com>
Cranial-rectal inversion disorder - a condition where one's head is
where one's butt should be and vice-versa, causing an otherwise sensible
person to make an ass of himself.
 
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