Quicken for Windows Book Summary - Quicken for Windows Book explained in key points

Quicken for Windows summary

Brief summary

Quicken for Windows by Bobbi Sandberg is a comprehensive guide that teaches you how to use Quicken to manage your finances. It covers everything from setting up accounts to tracking investments and creating budgets.

Give Feedback
Topics
Table of Contents

    Quicken for Windows
    Summary of key ideas

    Understanding the Basics of Quicken for Windows

    In Quicken for Windows by Bobbi Sandberg, we start with the basics. The book introduces us to the Quicken software, explaining its purpose and how it can help us manage our personal finances. We learn about the different versions of Quicken available and how to choose the one that best suits our needs.

    Next, we delve into the installation process, setting up our accounts, and customizing the software to fit our financial situation. We learn how to link our bank accounts, credit cards, and investment accounts to Quicken, enabling us to track our income and expenses more efficiently.

    Managing Day-to-Day Finances

    Once we have our accounts set up, Quicken for Windows teaches us how to use the software to manage our day-to-day finances. We learn how to record transactions, categorize expenses, and create a budget. The book also covers how to use Quicken's bill pay feature, helping us to stay on top of our regular payments.

    Furthermore, we explore Quicken's ability to generate reports, such as income and expense reports, cash flow reports, and budget versus actual reports. These reports provide us with valuable insights into our financial health, helping us make informed decisions about our money.

    Tracking Investments and Loans

    One of Quicken's powerful features is its ability to track investments and loans. In Quicken for Windows, we learn how to set up our investment accounts, track our portfolio performance, and analyze our investment returns. We also discover how to manage our loans, including mortgages, car loans, and personal loans, within the software.

    Understanding our investment and loan details in Quicken allows us to make informed decisions about our financial future. We can monitor our investment performance, track our loan balances, and plan for our long-term financial goals.

    Advanced Features and Tips

    As we progress through the book, we explore some of Quicken's more advanced features. We learn how to set up and track our retirement accounts, plan for taxes, and manage our property and assets. The book also provides tips and tricks for using Quicken more efficiently, such as keyboard shortcuts and customization options.

    Finally, Quicken for Windows discusses the mobile app version of Quicken, enabling us to manage our finances on the go. We learn how to sync our data between the desktop and mobile versions, ensuring we always have access to our financial information.

    Conclusion and Financial Empowerment

    In conclusion, Quicken for Windows by Bobbi Sandberg provides a comprehensive guide to using Quicken to manage our personal finances. By the end of the book, we have a thorough understanding of how to use Quicken to track our income and expenses, manage our investments and loans, and plan for our financial future.

    Overall, the book empowers us to take control of our finances, make informed financial decisions, and work towards our financial goals. Whether we are new to Quicken or looking to maximize our use of the software, Quicken for Windows equips us with the knowledge and tools we need to succeed in managing our money.

    Give Feedback
    How do we create content on this page?
    More knowledge in less time
    Read or listen
    Read or listen
    Get the key ideas from nonfiction bestsellers in minutes, not hours.
    Find your next read
    Find your next read
    Get book lists curated by experts and personalized recommendations.
    Shortcasts
    Shortcasts New
    We’ve teamed up with podcast creators to bring you key insights from podcasts.

    What is Quicken for Windows about?

    Quicken for Windows by Bobbi Sandberg is a comprehensive guide to using the popular personal finance software. It covers everything from setting up accounts and tracking expenses to creating budgets and generating reports. Whether you're new to Quicken or looking to improve your financial management skills, this book provides clear instructions and valuable tips to help you make the most of the software.

    Quicken for Windows Review

    Quicken for Windows (2017) is a comprehensive guide that helps users make the most of their financial management software. Here's why this book is worth reading:

    • Offers step-by-step tutorials that simplify the process of setting up and using Quicken for Windows, making it accessible for users of all skill levels.
    • Provides practical tips and tricks for maximizing the software's features to track expenses, create budgets, and plan for the future, helping users achieve their financial goals.
    • Explains complex concepts in a clear and user-friendly manner, making it easy for readers to grasp and apply the information, ensuring that the book remains engaging throughout.

    Who should read Quicken for Windows?

    • Individuals who want to take control of their personal finances
    • Windows users who are new to using Quicken or want to enhance their skills
    • People who want to streamline their budgeting, expense tracking, and financial planning

    About the Author

    Bobbi Sandberg is a renowned author and expert in the field of personal finance. With over 20 years of experience, she has written several books on financial management software, including Quicken for Windows. Her clear and practical approach to explaining complex financial concepts has made her a trusted resource for individuals looking to take control of their finances. Through her books, Bobbi provides step-by-step guidance and valuable tips to help readers make the most of their money.

    Categories with Quicken for Windows

    People ❤️ Blinkist 
    Sven O.

    It's highly addictive to get core insights on personally relevant topics without repetition or triviality. Added to that the apps ability to suggest kindred interests opens up a foundation of knowledge.

    Thi Viet Quynh N.

    Great app. Good selection of book summaries you can read or listen to while commuting. Instead of scrolling through your social media news feed, this is a much better way to spend your spare time in my opinion.

    Jonathan A.

    Life changing. The concept of being able to grasp a book's main point in such a short time truly opens multiple opportunities to grow every area of your life at a faster rate.

    Renee D.

    Great app. Addicting. Perfect for wait times, morning coffee, evening before bed. Extremely well written, thorough, easy to use.

    4.7 Stars
    Average ratings on iOS and Google Play
    32 Million
    Downloads on all platforms
    10+ years
    Experience igniting personal growth
    Powerful ideas from top nonfiction

    Try Blinkist to get the key ideas from 7,500+ bestselling nonfiction titles and podcasts. Listen or read in just 15 minutes.

    Start your free trial

    Quicken for Windows FAQs 

    What is the main message of Quicken for Windows?

    The main message of Quicken for Windows is to teach users how to effectively manage their personal finances using the Quicken software.

    How long does it take to read Quicken for Windows?

    The reading time for Quicken for Windows varies depending on the reader's speed. However, the Blinkist summary can be read in just 15 minutes.

    Is Quicken for Windows a good book? Is it worth reading?

    Quicken for Windows is a valuable read for anyone who wants to improve their financial management. It provides useful tips and guidance for using the Quicken software effectively.

    Who is the author of Quicken for Windows?

    The author of Quicken for Windows is Bobbi Sandberg.

    What to read after Quicken for Windows?

    If you're wondering what to read next after Quicken for Windows, here are some recommendations we suggest:
    • Basic Economics by Thomas Sowell
    • The Ascent of Money by Niall Ferguson
    • Think and Grow Rich by Napoleon Hill
    • The 4-Hour Workweek by Tim Ferriss
    • Rich Dad, Poor Dad by Robert T. Kiyosaki
    • Secrets of the Millionaire Mind by T. Harv Eker
    • The Richest Man in Babylon by George S. Clason
    • Business Adventures by John Brooks
    • The Most Important Thing by Howard Marks
    • More Money Than God by Sebastian Mallaby