Online Class: Introduction to Quicken 2019

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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$120.00 (with CEU Certificate)
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  • 11
  • 14
    Exams &
  • 680
    have taken this course
  • 5
    average time
  • 0.5

Course Description

This online Quicken course covers everything you need to know to get up and running with managing your personal finances with the power Quicken software program created by Intuit. 

  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 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:
4.6 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(531 votes)

Lesson 1: Introduction to Quicken

Quicken software gives you the power to do more than just log your finances and manage your bills. 51 Total Points
  • Lesson 1 Video
  • Lesson discussions: Reasons for Taking this Course
  • Complete Assignment: Course Introduction and Goals
  • Assessment: Lesson 1 Exam

Lesson 2: Setting Up Quicken: Creating Financial Accounts

We are going to learn how to create these accounts types in this lesson, then learn more about how to manage these accounts in Quicken as the course progresses. 50 Total Points
  • Lesson 2 Video
  • Assessment: Lesson 2 Exam

Lesson 3: Understanding Quicken Accounts, Categories, and Tabs

In this lesson, we're going to learn how to use categories. 50 Total Points
  • Lesson 3 Video
  • Assessment: Lesson 3 Exam

Lesson 4: Your Quicken Checkbook

The next two lessons will focus on entering your financial data into Quicken. 50 Total Points
  • Lesson 4 Video
  • Assessment: Lesson 4 Exam

Lesson 5: Working with Transactions

In this lesson, we're going to focus on working with the transactions that you entered. This includes finding transactions, editing them, and also scheduling transactions to occur ahead of time. 45 Total Points
  • Lesson 5 Video
  • Assessment: Lesson 5 Exam

Lesson 6: Online Banking and Bill Pay with Quicken

You can also use Quicken to connect to your bank account through the Internet, then use that bank account (through Quicken) to pay your bills. 50 Total Points
  • Lesson 6 Video
  • Assessment: Lesson 6 Exam

Lesson 7: Creating and Managing a Budget Using Quicken

In this lesson we will learn how to create and manage a budget. 50 Total Points
  • Lesson 7 Video
  • Assessment: Lesson 7 Exam

Lesson 8: Tracking Debt In Quicken

This lesson will show you how to track your debt, especially if you want to keep track of how much you're paying in interest or how much you owe after each payment you make. 50 Total Points
  • Lesson 8 Video
  • Assessment: Lesson 8 Exam

Lesson 9: Setting Up Charts, Graphs, and Reports

This lesson will go over the process of setting up charts, graphs and reports. 45 Total Points
  • Lesson 9 Video
  • Assessment: Lesson 9 Exam

Lesson 10: Financial Planning with Quicken

In this lesson, we're going to teach you how to plan for your financial future using the tools and calculators that Quicken provides. 45 Total Points
  • Lesson 10 Video
  • Assessment: Lesson 10 Exam

Lesson 11: Maintaining Your Quicken Files

We are going to learn how to maintain all of the files that you've just learned to create. 270 Total Points
  • Lesson 11 Video
  • Lesson discussions: Final Course Poll - Your Opinion; Program Evaluation Follow-up Survey (End of Course); Course Comments
  • Assessment: Lesson 11 Exam
  • Assessment: The Final Exam
Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:
  • Create financial accounts.
  • Set up categories.
  • Use account registers.
  • Enter data.
  • Write and print checks.
  • Connect quicken to online banking and bill payment.
  • Balance banking accounts.
  • Use the calendar and schedule updates.
  • Manage loans.
  • Setup and manage investment accounts.
  • Set up charts, graphs, and reports.
  • 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 2019
Course Number: 9770440
Lessons Rating: 4.6 / 5 Stars (531 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: January 2024
Course Type: Self-Paced, Online Class
CEU Value: 0.5 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
Syllabus: View Syllabus
Course Fee: $120.00 U.S. dollars

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Student Testimonials

  • "The Quicken 2010 course offered the clear, simple instruction that I needed." -- Pamela R.
  • "Excellent course!" -- Josephine G.
  • "Instructor was great." -- Gail C.