Online Class: Introduction to Quicken 2010

This course is designed for anyone who has ever used Quicken in the past or is searching for a software program that will help them better manage their money.

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$75.00
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$75.00 (with CEU Certificate)
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  • 13
    Lessons
  • 14
    Exams &
    Assignments
  • 565
    Students
    have taken this course
  • 4
    Hours
    average time
  • 0.4
    CEUs
 
 

Course Description

Quicken Deluxe is a personal finance management tool that provides features that we all need to keep track of where our money is going.  However, this software gives you more than just the power to log your finances and manage your bills.  It can also be used to plan for retirement and increase the amount of money you put into savings.   Watch your net worth increase, monitor your 401(k), and pay your mortgage. You can do all this and more with Quicken Deluxe 2010.

 

This course is designed for anyone who has ever used Quicken in the past or is searching for a software program that will help them better manage their money.  Starting with the simplest tasks like entering a transaction into your account register and advancing to tracking the price of your most watched securities, you'll learn everything you need to know to master this software and take control of your finances – all within this course.

 

Over the duration of this course, you'll learn how to:

 

  • Set up checking, savings, and credit card accounts in Quicken.
  • Manage your accounts online through Quicken.
  • Write and print checks.
  • Schedule bills for payment so you're never late again.
  • Monitor your cash flow and increase savings
  • Keep track of all your tax information in one, easy spot.
  • Create tax reports for tax season to make filing easy. 
  • Manage your investments and track securitie 
  • Use Direct Connect to manage all of your accounts online with just a few clicks of the mouse
  • And, much, much more!

 

Although there are several software programs out there that claim to provide the same benefits that Quicken does, there's not one out there that is so easy to use – or so beneficial to your finances.  This course will teach you the Quicken interface, then explain how to use all its features to finally take control of your finances once and for all.
  • Completely Online
  • Self-Paced
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 

Course Lessons

Average Lesson Rating:
4.4 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(428 votes)

Lesson 1: Introduction to Quicken Deluxe 2010

Quicken software gives you the power to do more than just log your finances and manage your bills. 9 Total Points
  • Lesson discussions: Reasons for Taking this Course
  • Complete Assignment: Introduce Yourself
  • Assessment: Lesson 1 Exam

Lesson 2: Creating Financial Accounts

It should go without saying that the bulk of your work in Quicken will be with checking, savings, credit cards, and cash accounts. These are the staple accounts of all households, and these are the types of accounts we're going to learn how to create in t 8 Total Points
  • Assessment: Lesson 2 Exam

Lesson 3: Set Up Categories

In the last lesson, we briefly talked about categories. We learned that categories help you track the source of a deposit or withdrawal. In this lesson, we're going to learn how to use categories. 10 Total Points
  • Assessment: Lesson 3 Exam

Lesson 4: Using Account Registers

Part of keeping up with your finances using Quicken is entering checks that you write and deposits that you make. 10 Total Points
  • Assessment: Lesson 4 Exam

Lesson 5: Entering Data

When you transfer money between accounts, Quicken records the transaction in the account you transferred money from as well as the account you transfer money to. 9 Total Points
  • Assessment: Lesson 5 Exam

Lesson 6: Writing and Printing Checks

Did you know that you can also use Quicken to write and print checks? 7 Total Points
  • Assessment: Lesson 6 Exam

Lesson 7: Connecting Quicken to Online Banking and Bill Payment

Although you don't need it to use Quicken as just a way to track finances, you do have to have it if you want to use Quicken for online banking and to pay bills online. 7 Total Points
  • Assessment: Lesson 7 Exam

Lesson 8: Balancing Banking Accounts

When you balance a checking, savings, or credit card account, you compare the balance in your Quicken register with your account statement. 8 Total Points
  • Assessment: Lesson 8 Exam

Lesson 9: Using the Calendar and Scheduling Updates

You can use the Bills page to easily manage your scheduled bills, transfers, deposits, and paychecks. What's more, you can select to view these in a timeline, a list, or calendar view. 7 Total Points
  • Assessment: Lesson 9 Exam

Lesson 10: Loans

Quicken allows you to enter and keep track of loans that you owe or that are owed to you. 7 Total Points
  • Assessment: Lesson 10 Exam

Lesson 11: Setting Up and Managing Investments

Quicken Deluxe provides you with a number of tools to help you set up, manage, and track your investment accounts. 10 Total Points
  • Assessment: Lesson 11 Exam

Lesson 12: Setting Up Charts, Graphs, and Reports

You don't actually have to create reports, charts, or graphs in Quicken Deluxe 2010. The software does it all automatically. 9 Total Points
  • Assessment: Lesson 12 Exam

Lesson 13: Use Quicken at Tax Time

Using the Tax Planner, you can import data from tax software that you've used, you can change your tax information such as marital status, enter annualized values for income or expenses, and estimate how much you'll owe or the size of your refund come tax 8 Total Points
  • Lesson discussions: What is your opinion of this course?; Program Evaluation Follow-up Survey (End of Course); Course Comments
  • Assessment: Lesson 13 Exam
109
Total Course Points
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Describe what Quicken Deluxe 2010 is.
  • Demonstrate creating financial accounts.
  • Demonstrate setting up categories.
  • Demonstrate using account registers.
  • Demonstrate entering data.
  • Demonstrate writing and printing checks.
  • Demonstrate connecting quicken to online banking and bill payment.
  • Demonstrate balancing banking accounts.
  • Demonstrate using the calendar and scheduling updates.
  • Summarize loans in Quicken.
  • Demonstrate setting up and managing investments.
  • Demonstrate setting up charts, graphs, and reports.
  • Summarize how to use quicken at tax time.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: Introduction to Quicken 2010
Course Number: 7550300
Lessons Rating: 4.4 / 5 Stars (428 votes)
Languages: English - United States, Canada and other English speaking countries
Availability: This course is online and available in all 50 states including: California, Florida, Georgia, Illinois, New York, Pennsylvania, Ohio, and Texas.
Last Updated: September 2021
Course Type: Self-Paced, Online Class
CEU Value: 0.4 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Instructor: UniversalClass Instructional Team
Syllabus: View Syllabus
Course Fee: $75.00 U.S. dollars

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