Help.quicken.com

How do I enter deductions

WEBIn the Total Itemized Deductions field, verify the amount. If this amount is larger than your standard deduction, it is used as the Deduction amount. In the Standard Deduction area, …

Actived: 1 days ago

URL: https://help.quicken.com/pages/viewpage.action?pageId=3216761

How do I look for deductions

WEBClick the Planning tab.; Click the Tax Center button.; Click the Tax Tools button, and choose Itemized Deduction Estimator.; On the left side of the page, select Tax Payments.; In the …

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Enter information about living expenses (Lifetime Planner)

WEBCategory detail provides a more detailed estimate based on how much you spend per chosen category. The Lifetime Planner provides an initial figure; click Details to modify it …

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Setting up your spending accounts

WEBAdding spending accounts, such as checking, credit card, savings, and cash accounts, is crucial for gaining financial clarity, effective budgeting, accurate expense tracking, and …

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Understanding Budget Categories

WEBKey Components of Budget Categories. Classification: Categories help in grouping similar transactions together.For instance, Groceries, Fast Food, and Coffee Shops are …

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Plan your financial future

WEBHow much will it cost you to retire? Can you afford to send your children to college? Can you afford a second home? How can you save more money?

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About planning features in Quicken

WEBHow much will it cost you to retire? Can you afford to send your children to college? Can you afford a second home? How can you save more money?

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Learning about categories and tags

WEBWhat are categories and subcategories? In Quicken, categories and subcategories are used to classify and group your transactions. This grouping is displayed in reports and …

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Projected balances

WEBThe cash flow graph in Bills & Income under Projected Balances, provides a 360-degree view of your accounts balances.You can use this graph to: Closely monitor the financial …

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How do I identify and charge reimbursable expenses

WEBNOTE: Do this only if you're sure you won't use this item on a future invoice.The item will no longer be displayed in the Expenses window. (The register transaction will remain …

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About tracking tax-related expenses by category

WEBYou can assign a category to a transaction when you enter it in Quicken.. If you're unsure about which tax-related category you need for a given transaction, you can assign the …

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Set up a paycheck

WEBSelect whether it is your or your spouse's paycheck and enter the Company Name for the company you are getting your paycheck from. You can also enter a Memo.; On the …

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About entering my paycheck

WEBYou can set up entire accounts as tax related so that transfers into or out of the account are assigned to specific tax schedules. You can also mark an account as tax deferred. For …

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Types of accounts

WEBYou can add an account in Quicken to track almost any bank account, asset, or liability you have in the real world.The more accounts you add, the more closely Quicken reflects …

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How do I learn which tax schedule line items Quicken uses

WEBForm or schedule What it's for; 1099-G: Used to report certain government payments from federal, state, or local governments. 1099-Misc: Used to report …

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About your Quicken ID and Quicken Connected Services

WEBThe Quicken ID is a universal access ID for online connected services and registration. With a Quicken ID in Quicken, you can: Download transactions directly from …

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Downloading transactions

WEBIdentify New or Unreviewed Transaction. The Status column in the register allows you to identify recently entered and Bill Pay transactions.. Set the Status filter in your register's …

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