Online Class: Quicken Tutorial — All Versions

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.

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Course Description

Master Your Financial Universe with Quicken!

Dive deep into the dynamic world of personal finance with Quicken, a creation by the eminent minds behind Intuit, the same team that gifted us QuickBooks. While QuickBooks stands as an anchor for businesses craving seamless accounting solutions, Quicken emerges as the beacon for those yearning for power-packed, yet user-friendly, home-based or small business financial management.

Unveil a universe where your finances come alive, telling a story, painting a picture, and driving your dreams! This course is not just about learning software; it's about empowering yourself to take charge of your financial destiny.

Here's a sneak peek of the empowering journey awaiting you:

· Seamless Synchronization: Effortlessly create bank and financial profiles and watch as transactions flow directly from your bank into Quicken's embrace.

· Holistic Money Management: Dive deep into every dollar, every expense, every dream fund, ensuring your money works just as hard as you do.

· Balancing Mastery: Demystify the art of account balancing, ensuring your financial boat remains steady even amidst turbulent waters.

· Pay with Ease: Modernize your bill payments and even print checks, all with a few clicks.

· Budget like a Pro: Forge financial pathways, crafting budgets that mirror your aspirations and ground your realities.

· Insightful Reporting: Unravel the tales your money tells, with reports offering a panoramic view of your financial landscape.

· Investment Intellect: Keep an eagle's eye on your investments, from mutual funds to equities, ensuring they align with your life's goals.

· Future-Forward Tools: Harness Quicken's calculators and wizards, sculpting your dreams, from vacations to retirements, into achievable goals.

Tailored for both novices and veterans, this course unravels every facet of Quicken, encompassing its Desktop, Online, and Mobile iterations. So, whether you're a newbie seeking financial enlightenment or an old hand aiming to polish skills, this course is your compass, guiding you to financial success!

Let the metamorphosis begin! From navigating through uncertainties to steering with confidence, embark on this transformative journey, making Quicken your trusted co-pilot in the odyssey of personal finance! 

  • 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:
5.0 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(103 votes)

Lesson 1: Introduction to Quicken

In this introductory unit, we will start by getting familiar with the world of Quicken. We will first take a look at the application’s history. Then, we will consider various use cases for it. Lastly, we will see the various subscription levels available for using Quicken and learn about what you can do at each level. Additional lesson topics: Quicken Download; What's New with Quicken 12 Total Points
  • Lesson 1 Video
  • Complete Assignment: Introduce Yourself
  • Assessment: Lesson 1 Exam

Lesson 2: Basics

In this lesson, we will see how to get started using Quicken. We will focus on using Quicken for Windows, but also give instructions on using other platforms when relevant. Additional lesson topics: Quicken System Requirements; Quicken Review 10 Total Points
  • Lesson 2 Video
  • Assessment: Lesson 2 Exam

Lesson 3: UI

In this lesson, we will take a deeper tour of Quicken by examining its user interface (UI). While looking at everything in the UI, we will also see briefly overview each part’s function. Additional lesson topics: The Complete Guide to Getting Started with Quicken for Windows; How to set up your Quicken Account 10 Total Points
  • Lesson 3 Video
  • Assessment: Lesson 3 Exam

Lesson 4: Mobile

In this lesson, we will look at how to install and look around the mobile app so that you can accomplish all your most important tasks on your device. Additional lesson topics: Quicken Mobile; How to Set Up and Sync Accounts from Quicken to Mobile/Web 10 Total Points
  • Lesson 4 Video
  • Assessment: Lesson 4 Exam

Lesson 5: Accounts

In this lesson, we will take a more in-depth look at accounts. We will see all the different types of accounts that you can make in Quicken and set up many of them. Additional lesson topics: Adding Accounts to Quicken for Windows 10 Total Points
  • Lesson 5 Video
  • Assessment: Lesson 5 Exam

Lesson 6: Transactions

In this lesson, we will look at different types of transactions that are inside of accounts. We will start with considering what a register is and how to navigate it. We will then look into transactions and how they can be added, edited, and deleted. Additional lesson topics: Connection Types in Quicken; Handling Downloaded Transactions 10 Total Points
  • Lesson 6 Video
  • Assessment: Lesson 6 Exam

Lesson 7: Online Banking

In this lesson, we will take a look at using online banking with Quicken. We will see various actions that you can do with your accounts that are online. Additional lesson topics: Online Banking 10 Total Points
  • Lesson 7 Video
  • Assessment: Lesson 7 Exam

Lesson 8: Income

In this lesson, we will look at using the Paycheck Setup Wizard so that you can record your income and have it nicely organized in your accounts. You will see how you can be reminded when income is on its way through Quicken’s reminder system. Additional lesson topics: Set up a paycheck; About entering my paycheck 8 Total Points
  • Lesson 8 Video
  • Assessment: Lesson 8 Exam

Lesson 9: Expenses

In this lesson we will look into what you need to know about expenses. We will start by looking into bill reminders, then take a close look at monitoring how you are spending your money. Additional lesson topics: The Keys to Small Business Expense Tracking; Can I Keep Track of Expenses in Quicken? 10 Total Points
  • Lesson 9 Video
  • Assessment: Lesson 9 Exam

Lesson 10: Reconciling Accounts

In this lesson we will look at reconciling accounts. Reconciling an account means that you ensure that the transactions for an account that you administer locally on your computer add up to the same amount that you have at your financial institution. We will learn why it is important to do so and how you can do it effectively in Quicken. Additional lesson topics: Reconciling an Account in Quicken for Windows; Reconciling banking accounts 10 Total Points
  • Lesson 10 Video
  • Assessment: Lesson 10 Exam

Lesson 11: Investments

In this lesson, we will look into everything you need to know to set up and manage your investment accounts. We will first discuss what investments are. We will then see how they can be actively monitored in Quicken. Additional lesson topics: Investing with Quicken: How to Manage Your Investments and Grow Your Net Worth; How to Start Investing 10 Total Points
  • Lesson 11 Video
  • Assessment: Lesson 11 Exam

Lesson 12: Assets

In this lesson, we will look at how you can manage your assets in Quicken. Additional lesson topics: Setting up asset and liability accounts; What Are Assets? 10 Total Points
  • Lesson 12 Video
  • Assessment: Lesson 12 Exam

Lesson 13: Debts

In this lesson, we will look at loan accounts, mortgages, and how you can use Quicken to reduce your debt. Additional lesson topics: Getting Out of Debt Using Personal Finance Software; Save or Pay Down Debt 10 Total Points
  • Lesson 13 Video
  • Assessment: Lesson 13 Exam

Lesson 14: Portfolios

In this lesson, we’ll look at the Investing Tab. From there, we will look at all the information available in its views, including the Portfolio View and Portfolio X-Ray. Additional lesson topics: Investing portfolio tab; What Is a Money Portfolio?; What is Portfolio Management? Several Things Investors Should Know 10 Total Points
  • Lesson 14 Video
  • Assessment: Lesson 14 Exam

Lesson 15: Lifetime Planner

In this lesson, we will see how Quicken gives you all the tools you need to be ready for your later years, and how you can enter in all the correct information and view the results. Additional lesson topics: Lifetime Planner and other Retirement Tools; What is Retirement Planning? 10 Total Points
  • Lesson 15 Video
  • Assessment: Lesson 15 Exam

Lesson 16: Budgeting

In this lesson, we will see how to use Quicken’s budgeting tools. We will see how to create a budget, categorize your expenses, and view your budget in various useful ways. So, let’s get started! 10 Total Points
  • Lesson 16 Video
  • Assessment: Lesson 16 Exam

Lesson 17: Taxes

In this lesson, we will see how Quicken can help you minimize your tax burdens. You will see how to include tax information in your accounts how to use the Tax Planner, and also how to navigate the Tax Center. So, let’s get started! 10 Total Points
  • Lesson 17 Video
  • Assessment: Lesson 17 Exam

Lesson 18: Reports

In this lesson, we will see how to generate the reports and graphs that we often see next to their relevant information throughout the user interface. We will see how we can use Quicken’s standard reports as well as customize them to our liking. Let’s get started. 10 Total Points
  • Lesson 18 Video
  • Assessment: Lesson 18 Exam

Lesson 19: Customizing

In this lesson, we will take a look into various ways you can customize Quicken. This includes customizing Home tab views, the Summary view, the Toolbar, and numerous preferences. 10 Total Points
  • Lesson 19 Video
  • Assessment: Lesson 19 Exam

Lesson 20: File

In this lesson, we will learn all about how Quicken works with files. You will learn to backup, restore, and password-protect your important files. Let’s get started! 110 Total Points
  • Lesson 20 Video
  • Lesson discussions: End of Course Poll; Course Comments
  • Assessment: Lesson 20 Exam
  • Assessment: The Final Exam
Total Course Points

Additional Course Information

Online CEU Certificate
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Document Your CEUs on Your Resume
Course Title: Quicken Tutorial: All Versions
Course Number: 9770663
Lessons Rating: 5.0 / 5 Stars (103 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, Texas, and Washington.
Last Updated: December 2023
Course Type: Self-Paced, Online Class
CEU Value: 0.8 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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