Organize Your Money With Quicken - Basic & Advanced

所在平台: Udemy

课程主页: https://www.udemy.com/course/organize-your-money-with-quicken-advanced/

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课程名称:用Quicken整理您的财务 - 初级与高级 概述: 本课程旨在教授如何使用Quicken Home and Business,帮助用户理解财务报表的重要性,进而做出明智的商业决策。无论您是刚接触财务软件的新手,还是经验丰富的专业人士,掌握如何利用Quicken进行财务管理至关重要。课程将带您一步步了解如何使用Quicken生成易于使用的财务报表。 课程内容包括: - Quicken的使用与导航 - 现金管理 - 设置PayPal - 分类交易 - 个人与商业交易的管理 - 现金购买追踪 - 现金流监控 - 燃油里程追踪 - 数据安全 - 或者关于财务报表的高级用法 此外,课程还将深入探讨以下主题: - 会计与税务报表的区别 - 客户开票 - 应收账款的管理 - 用个人资金的会计 - 信用卡借款与还款 - 外包费用 - 买卖库存商品 - 追踪比特币价值 Quicken介绍: Quicken是Intuit公司开发的一款个人财务管理软件,面向家庭用户和小型企业,提供直观且功能丰富的财务管理工具。Quicken不仅帮助用户记录财务与账单管理,还能制定预算、跟踪开支并改善储蓄习惯。同时,它还有多种版本可按需选择,以满足不同用户的财务管理需求。 课程亮点包括: - 使用手机或平板电脑拍摄收据并在Quicken中存储,方便开支和税务扣除的追踪 - Quicken移动应用可随时检查财务状况,并在出现异常交易时发送邮件和短信提醒 - 直接从账户查看账单,方便追踪到期账单及未来的预计余额 适合希望将个人或小型企业财务系统整理有序的用户,通过本课程的学习,您将能够有效利用Quicken进行全面的财务管理。

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- How to use Quicken Home and BusinessThere really is a reason that large companies, publicly traded, privately held, start ups and long time business owners ALL rely on financial statements.Whether you are just learning how to use financial software, or you'r an old pro, understanding how to use it to get organized is vital to help you to make the right decision for the right reason.Think of what it would be like to look at something that you want to buy or something you need to invest in, and be confident as to what kind of impact it can and will have in your business. Once you understand the fundamentals of your financial statements, you can make solid decisions about everything you do in business.In this course, you'll find out how to use Quicken Home and Business to create easy to use financial statements.Topics covered:Using and Navigating QuickenWorking with Cash on HandSetting Up for PaypalCategorizing TransactionsPart Business/Part Personal TransactionsTracking Cash PurchasesMonitoring Cash PositionTracking MileageSecuring Your DataWorking with PayPal for BusinessUnderstanding Financial StatementsWorking with Uncategorized Transactions- Quicken Advanced If you're like most people, you're going to be super excited about what you're about to learn about putting your own business financial system in order.But, it's possible that you also may be like most people in that the "boring detail" stuff slows you down. In fact, it makes some people give up altogether.This video-course will take you step by step through the technical parts of understanding how to use Quicken Home and Business.You will learn:The Difference Between Accounting and Tax StatementsInvoicing ClientsAccounting for ReceivablesWorking With Personal FundsCrediting An Invoiced ClientMaking Sales On An Affiliate PlatformCreating an Categories for An Affiliate SaleBorrowing From Your Credit CardPaying Back Your Credit CardOutsourcing ExpensesBuying Items for ResaleSelling Items As InventoryTracking Your Bitcoin Value- Quicken Introduction -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.Quicken software gives you the power to do more than just log your finances and manage your bills. It can also be used to create a budget and better manage your money. If you're like the majority of the population and find yourself living paycheck to paycheck, you can use Quicken to track where your money is spent, then change your spending habits to allow more for savings. Quicken will show you, at a glance, where your money is going so you can better spend - and better save. What's more, it will also help you plan for the future by helping you manage investments.Just as they are more than several ways that you can use Quicken to manage your money and finances, there are also several versions of Quicken that you can use. Each version is tailored to a specific user and ensures that Quicken is the exact program that you need. For example, someone who simply wants to manage their bank accounts and categorize transactions would do fine with the Starter Edition. However, someone who wants to track investments in addition to managing bank accounts would do better with Premier.The version that you choose to purchase should be determined by your financial and accounting needs. Take a look at the screenshot below taken from the Intuit website. Each version of Quicken is listed, along with the features that each contains. You should choose the version that contains the features that you'll need as you use the program.What's New in QuickenAll versions of Quicken come jam packed with new features and tools to give you more reasons to use the program - and more ways to benefit from it. Let's take a look at the major improvements included in the latest release.These improvements include:The ability to snap pictures of receipts using your phone or tablet, then store and track them using Quicken. This makes tracking spending and tax deductions easier than ever.The Quicken mobile app makes it easy to check your finances right from your phone or tablet. Plus, you can get email and text alerts when unusual transactions occur. Simply download the mobile app from your phone's app store, then sign into your Intuit account to get started.The ability to view bills directly from the register. It makes it easy to track bills that are coming due and estimated future balances.ref: universal class

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