Managing Your Personal Finances with Quicken [Electronic resources] : Visual QuickProject Guide نسخه متنی

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Managing Your Personal Finances with Quicken [Electronic resources] : Visual QuickProject Guide - نسخه متنی

Tom Negrino

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Extra Bits



Balance Accounts p. 86


Chapter 5), choose Cash Flow > Reconcile. The Reconcile Online Account dialog opens. Make sure that Online Balance is selected, then check Auto reconcile after compare to register, then click OK. On the Mac, choose Quicken 2005 > Preferences, then click the Auto-Reconcile category. Check Enable Auto-Reconcile, then click OK.



Correct Differences p. 89


The most common mistake you'll find in your registers is transposing two digits in data entry.

If you're off by a small amount that is a round number, it's likely that you missed a bank service charge. Check your statement carefully for charges you don't normally see, such as those for check printing or using another bank's ATM.

Using online banking makes balancing your checkbook and other accounts even easier, because you download your bank and credit card statement directly into Quicken's account registers. This eliminates most data entry errors.



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