Quickbooks For Personal Home Finance

Introduction Preview 04:05

This QuickBooks training course will show you how to completely manage every aspect of your personal home finances using QuickBooks. It's better than Quicken, or any other software, for keeping records of home finances.

These step by step QuickBooks tutorials show you how to handle anything individuals and families need to keep records of.

You will learn: QuickBooks basics file set up steps such as setting up the chart of accounts for and individual, not a company, and setting the QuickBooks preferences. Then you will learn how to record and track income from different sources, how to pay bills and track your checks and expenses. You can even see how QuickBooks sets budgets and compares budgets to actual spending for your personal financial decision-making needs. You can see pre-tax reports that can help with estates and trusts calculate the interest amount of mortgage and car payments. With the QuickBooks loan manager tool, you can set debt reduction goals to help pay off credit cards as well as track interest deductible expense. It's so great that anyone who watches will be able to sort checks by payee, search and find anything you need in your records very easily and find and fix any record keeping mistake very easily.

There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun.

The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions.

I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

-Mark

QUICKBOOKS better than Quicken for personal home finance Preview 04:37

This video explains why QuickBooks is better for home personal financial  record keeping than Quicken is.  

Making a Personal Home use QuickBooks file Preview 04:44

This video will show you the steps to create a QuickBooks file for home finance and personal use

Prepare your file for specific home use Preview 05:16

This video will show you the specific features in QuickBooks that will make home use easier and better. You will learn a lot about the QuickBooks Software in this video.

Putting in Accounts Preview 10:39

You will learn about managing the "chart of accounts". This is like the "general ledger". It's the foundation of personal record keeping

Putting in Expenses and Vendors Preview 08:46

You will learn what Vendors are and how they relate to expenses. You will put the vendors on the vendor list and the expenses you pay in the chart of accounts. It's very very easy!!

Input Income Sources Preview 06:42

In this lecture, you will put your income sources in to QuickBooks. Income Sources are the different places you get money coming in to you such as: Your weekday job, your weekend job, you stock dividends and so on

Reports and Icons Preview 08:45

You will learn all about using QuickBooks reports for home finance. You will learn how best to utilize the icon bar.

Depositing Income Preview 09:41

You will learn how to record in to QuickBooks all of the different typse of income you get.

Expenses and buying things Preview 09:18

This video will show you how to record paying for expenses and paying for purchases

Credit card Transactions Preview 10:38

This video will show you how to record your personal credit card transactions

Checking Results and Finding Things Preview 11:13

This video will show you how to find the results of the transactions you entered. It will help you fix mistakes

Exercise in Home finance Preview 03:17

This is your practice project to see how well you learned!!

Search and Find anything you need any time you need it !! Preview 13:43

This video will show you how to use the special tools in QuickBooks to find anything you are looking for

Making a Home Budget Preview 05:36

You will learn how to set up a home budget and compare your spending to your budget

Time management Tools Preview 10:11

This video will show you how to use QuickBooks "time management" tools like the "reminders" window, the "to do" list and the calendar inside QuickBooks

Using the Loan Manager Tool Preview 16:42

The loan manager will help you manage your personal loans like your mortgage, car loan or credit card debt.

Debt reduction Goal Settting Preview 09:55

This video will use what you learn about the loan manager to set goals on how to repay loans or credit card debt

Memorizing Transactions Preview 10:24

You will lean how to memorize transaction so that QuickBooks can enter them automatically for you OR just remind you when to enter them. It's usually used for recurring transaction.

Home Finance Quiz