what's the best way to learn Quicken?

Hello there. I bought a copy of Quicken XG 2006 a while go and finally got around to installing it last night. My goal in using this is to summarize my personal finances and look at them in a meaningful way.

Well, I can see that I need to have a resource to learn from beyond the Help file, and I was wondering what that is. I've already some learned from reading old posts here, but not for the main thing that I'm stuck on so far. So is it the "Dummies" series, or Video Professor, or...?

In the meantime, any thoughts on how I can enter bank RRSP accounts into Q to which I already have online access? Q shows a list of online "partners", but the bank I use isn't there. Do I have to enter the data manually, or is there a way to automate it? I saw a thread last year sort of close to this question, but the result seemed to be that third party software was recommended.

Q's suggestion was to invest with one of its partners. Doh! Why didn't I think of that? :)

Also, the talk in Q's Help file about Canada Savings Bonds assumes that I buy them in whole amounts, but in my case I have a Payroll Savings plan at work. How do I set that up in Q?

Thanks in advance

Reply to
Buck Frobisher
Loading thread data ...

I know nothing about Canada and their financial methods.

Reply to
Andrew DeFaria

Frget it. Forget that you need know every penny you spent

All you need to know is: Can you pay the mortgage Can you pay down any credit cards? Can you save??

Dont need at 50 dollar program to tell you that you are spending too much

You know it deep inside

Reply to
Alex4all

Sounds like a wonderful financial plan for life. Tell me son, how much has your net worth increased using that plan of action? You ever think about writing a book about "your method"? Cause that's probably the only way you'll amass a fortune.

Reply to
Andrew DeFaria

I've never used video professor. The drawback I see to that is that you won't have Quicken running while you've got the VP program running. Might be easier to do it with a book in front of you while Quicken is open. But I agree with another poster: try doing it without outside help at first and see what you can figure out on your own before you pay for a book. I'd say to come back to this forum every now and then with your questions. Just be aware that some posters here get extremely miffed if the question seems too basic, like, duh, you should know that already. That's their problem, not yours. Just remember that sometimes you have to slice through the crap of their petulance before you get to someone who will give you a decent, truly helpful answer.

Let me see if I can tell you something that I THINK is relevant to your situation, but which may not be. There are lots of FI's that let you download data directly from within Quicken. The ones that don't however, often have another way of letting you do this. Many of them will have websites that let you download data from there. So if the bank you're talking about has such a website, log onto it and look for some kind of link that lets you download data. Lots of times it'll give you the choice between Money and Quicken, and often it'll give you a choice of Quicken versions. Usually when you use that method, before the stuff is downloaded you'll be asked if you want to Open or Save the data. Choose Open, and that SHOULD automatically cause Quicken to open and start to save the data. Usually, at least the first time you do this, Quicken will ask you to specify the account this data is for. Does that help at all?

Reply to
DP

Maybe we can buy a program that will show us every penny we spend on using the auto to take to EACH STORE

Then, maybe, we can purchase a program that will show up how much each spoolful of food costs, as we shovel them in our mouths.

You pal, are WAY TOO FUNNY

Keep keying in those nickles, from account to account

Sounds like a wonderful financial plan for life. Tell me son, how much has your net worth increased using that plan of action? You ever think about writing a book about "your method"? Cause that's probably the only way you'll amass a fortune.

Reply to
Alex4all

Sounds like a wonderful financial plan for life. Tell me son, how much has your net worth increased using that plan of action? You ever think about writing a book about "your method"? Cause that's probably the only way you'll amass a fortune.

-- Andrew DeFaria Do people in France use American ticklers?

Reply to
Alex4all

I see you conveniently avoided answering my question.

Maybe we can just forget about everything we spend because more is coming anyway.

Yeah I'll be laughing - laughing all the way to to bank...

Reply to
Andrew DeFaria

In order to make money one must invest some. Let me ask you a question though... If you're so dead set against this then what the hell are you doing in this newsgroup?!?

Why are you telling me what your social plans for tonight are? I could care less!

;-)

Reply to
Andrew DeFaria

Alex4all wrote: Maybe we can buy a program that will show us every penny we spend on using the auto to take to EACH STORE

Then, maybe, we can purchase a program that will show up how much each spoolful of food costs, as we shovel them in our mouths.

You pal, are WAY TOO FUNNY

Keep keying in those nickles, from account to account

I see you conveniently avoided answering my question.

Maybe we can just forget about everything we spend because more is coming anyway.

Yeah I'll be laughing - laughing all the way to to bank...

-- Andrew DeFaria Why is it that most nudists are people you don't want to see naked?

Reply to
Alex4all

Not that question - this question:

Tell me son, how much has your net worth increased using that plan of action?

Actually I think you hinted at the answer... Not to much...

I do web sites:

formatting link
What have you done?

Oh I get it now. Alex4all is your handle. Therefore "Jerkoff" must be your name! LOL! :-P

Reply to
Andrew DeFaria

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.