Software Applications

Quicken 2009

4. Click Next Step. The Add my deposits and other income screen is displayed where you can add each pay cheque and regular source of income that you want to track in Quicken.

If the amount varies from month to month, you can enter the monthly average. Each time, when you enter the paycheque, you can specify the actual amount.

5. Enter the required information:

· In the Company Name field, enter the name of the company by clicking in the field.

· In the Category drop-down list, select the category such as Salary or Other Income.

· In the Take-Home Pay field, enter the amount using the button adjacent to the field.

· From the How Often? drop-down list, select an appropriate time gap.

· In the Next Pay Date field, enter the date.

· From the Enter into this Account drop-down list, select the account.

6. Click the Add Row button to add a new row where you can add more details.

7. Click Next Step. The Add regular bills and expenses screen is displayed where you identify all your expenses that occur on a regular basis to help forecast your account inflows and outflows.

8. In the My Credit Cards area, enter the required information:

· In the Name field, enter a name.

· In the Average Payment field, enter the amount.

· In the Next Due Date field, specify the date using the date icon.

· From the Enter into this Account drop-down list, select the account.

9. In the My Bills Reminders area, enter the required information:

· In the Name field, enter the name.

· From the Category drop-down list, select a category from the three main categories – Income, Expenses, and All Categories.

· In the Average Amount field, enter the amount.

· Specify the next due date in the date field.

· From the Enter into this Account drop-down list, select the account.

10. Click Next Step. The Review your information screen is displayed where all the information that you have setup is displayed in different categories. This serves as the summary of what information you have entered in Quicken. You can add more rows of information, edit information, and also delete information from this screen.

11. Click Next Step. The Express setup is completed and now you are ready to get started.

12. Click Finish. The Quicken Personal 2009 Home page is displayed.