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Money Management and Personal Finance

Money Management and Personal Finance
Class Week Twelve
Quicken-10 Project
Producing A Internet Price Report In Quicken
By now, you need to have Quicken put in in your system.
You also needs to have arrange not less than a few financial institution accounts in your file.
You also needs to have not less than one money account in your file.
You must have not less than two bank card accounts arrange.
You must have not less than a mortgage account or two arrange.
And you ought to be utilizing classes to trace transactions.
You must have an asset account arrange.
You must have established a bank card debt monitoring report.
Try to be utilizing Scheduled Transactions.
You must have arrange not less than one portfolio or mutual fund account.
Please let me know if you’re having any downside with these issues.
Now that now we have varied belongings (financial institution accounts, and so forth) and varied liabilities (bank card loans,
and so forth) in our ficticious Quicken file, we’re able to make a Internet Price Report. Whereas that is one in all
probably the most precious workout routines that we’re doing, it’s on the identical time one of many best.
Making a Internet Price Report with the knowledge now we have in our file could be very easy.
Relying on the pc platform you’re utilizing and the model of Quicken you’re utilizing,
merely do the next:
Macintosh
Go beneath the Studies menu and select Internet Price Over Time
You’ll be able to customise (similar to date vary) in order for you, and together with or excluding objects
That’s it! It truly is that straightforward.
If you want, change the identify of the report.
If you want, it can save you the report. You must try this for the aim of this assign-
ment. Give it any identify you want. It can now seem within the Studies listing.

Home windows
Go to Studies and select Internet Price
It must be easy then to conclude the train and you may get concepts of what to do
by wanting on the Macintosh directions above.
Please understand that subsequent week you’ll be submitting your Quicken file to me to evaluate and
grade. So ensure any info you place on this one you’ll undergo me won’t be the
one together with your actual info in it. And, when you’ve got left any of the Assignments out, it’s neces-
sary that you just get these caught up now, earlier than subsequent week.
Don’t ship the file till you learn the directions for doing so in subsequent week’s materials.
Once more, be happy to contact me with any questions. In Class Week 13, we’ll learn to export
our info which may also be the idea for transmitting it for grading.
There might be no Quicken Project for Class Session 14. That would be the ultimate week of the
Semester. The Quicken work will be submitted throughout that Week, however there might be a penalty of
factors, relying on what number of days into that Week the venture was submitted. It is going to be late
then, since it’s due on the finish of Class Week 13. However some factors are higher than no factors.
Michael R. Hughes
michaelhughes@amridgeuniversity.edu
870-739-3784 (my residence telephone)

———-

Week Twelve of Money Management and Personal Finance Class

Quicken-10 Mission

Create a Internet Price Report in Quicken

You must have Quicken put in in your system by now.

You also needs to have not less than two financial institution accounts in your file.

As well as, you need to have not less than one money account in your file.

At the least two bank card accounts must be established.

You must have not less than one or two mortgage accounts arrange.

You also needs to use classes to maintain monitor of transactions.

You must have a separate account in your belongings.

You must have stored monitor of your bank card money owed.

Scheduled Transactions must be used.

You must have not less than one portfolio or mutual fund account arrange.

Please

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