Quicken Tutorial: An Introduction

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  • 11
  • 13
    Exams &
  • 589
    have taken this course
  • 5
    average time
  • 0.5

Course Description

Quicken is a personal finance management program created by Intuit, the makers of QuickBooks.  Whereas QuickBooks was developed for businesses who wanted handle the bulk of their accounting in-house, Quicken was designed for the home-based or small business user who wants to manage their finances using a feature-rich, intuitive accounting program that's simple to use.

In this course, you will learn everything you need to know to successfully use Quicken, including how to:

·    Create bank and other financial accounts in Quicken

·    Download transactions directly from your bank into Quicken

·    Enter transactions into your account registers

·    Use Quicken to track and manage your money

·    Balance your accounts

·    Pay bills and print checks using Quicken

·    Use Quicken to transfer money, pay bills, and keep track of your income

·    Create a budget for your family using Quicken

·    Run reports so you can see your financial picture

·    Track investment accounts, such as mutual funds

·    Prepare for your financial future using Quicken calculators and wizards

·    And much more

This course focuses on teaching you to use Quicken by teaching you how to utilize its most important features.  No previous experience with Quicken is needed.  This course is structured in a way to help all students, regardless of their experience, learn how to successfully use the program.   This course covers features and tools found in Quicken Starter Edition, Deluxe, and Premiere.  

  • 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"
(509 votes)

Lesson 1: Introduction to Quicken

Quicken software gives you the power to do more than just log your finances and manage your bills. 50 Total Points
  • Lesson 1 Video
  • Take Survey: Reasons for Taking this Course
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Complete: 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
  • Take Poll: Final Course Poll - Your Opinion
  • Take Survey: Program Evaluation Follow-up Survey (End of Course)
  • Complete: Lesson 11 Exam
  • Complete: 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, and
  • 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: Quicken Tutorial: An Introduction
Course Number: 9770440
Course Requirements: View Course Requirements
Lessons Rating: 4.6 / 5 Stars (509 votes)
Languages: English - United States, Canada and other English speaking countries
Course Type: Computer Skill (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
Instructor: UniversalClass Staff Instructors
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!
Course Fee: $50.00 (no CEU Certification) || with Online CEU Certification: $75.00

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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.

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