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Subject Author Date
what's the best way to learn Quicken? Buck Frobisher 12-10-2006
Posted by Buck Frobisher on December 10, 2006, 10:03 am
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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


--




Posted by Andrew DeFaria on December 10, 2006, 11:53 am
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Buck Frobisher wrote:
> 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.
You do realize that that simply stated goal will take a lot of effort on
your part don't you?
> 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.
Try your mind. It has almost unlimited expansiveness and can learn over
time. Why do you think you need more help than the help file gives you.
Many have learned Quicken fairly well with little else. Take things one
step at a time and you'll get there.
> 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...?
I'm sure there are many who have written such products that essentially
read the help file to you mind you (You were aware of this were you
not?) for a price.
> 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.
Perhaps they are not supported. Ever think of calling your bank?
> 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? :)
Think about it. What would you want Quicken to suggest? "We suggest that
you hook up with some organization that we know nothing about, have not
tested, etc. That oughta assure you have the best streamlined and
integrated access with Quicken with the fewest problems". Yeah right...
> 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?
Try Google:
http://www.google.com/search?hl=en&lr=&client=firefox-a&rls=org.mozilla%3Aen-US%3Aofficial&hs=sr6&q=RRSP+quicken&btnG=Search

I know nothing about Canada and their financial methods.

--

Andrew DeFaria <http://defaria.com>
Who was the first person to look at a cow and say, "I think I'll squeeze
these dangly things here and drink whatever comes out"?

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Buck Frobisher wrote:
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.<br>
</blockquote>
You do realize that that simply stated goal will take a lot of effort
on your part don't you?<br>
I can see that I need to have a resource to learn from beyond the Help
file, and I was wondering what that is.</blockquote>
Try your mind. It has almost unlimited expansiveness and can learn over
time. Why do you think you need more help than the help file gives you.
Many have learned Quicken fairly well with little else. Take things one
step at a time and you'll get there.<br>
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...?<br>
</blockquote>
I'm sure there are many who have written such products that essentially
read the help file to you mind you (You were aware of this were you
not?) for a price. <br>
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.</blockquote>
Perhaps they are not supported. Ever think of calling your bank?<br>
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.<br>
<br>
Q's suggestion was to invest with one of its partners. Doh! Why didn't
I think of that? :)<br>
</blockquote>
Think about it. What would you want Quicken to suggest? "We suggest
that you hook up with some organization that we know nothing about,
have not tested, etc. That oughta assure you have the best streamlined
and integrated access with Quicken with the fewest problems". Yeah
right...<br>
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?<br>
</blockquote>
Try Google:
<a class="moz-txt-link-freetext"
href="http://www.google.com/search?hl=en&lr=&client=firefox-a&rls=org.mozilla%3Aen-US%3Aofficial&hs=sr6&q=RRSP+quicken&btnG=Search">http://www.google.com/search?hl=en&amp;lr=&amp;client=firefox-a&amp;rls=org.mozilla%3Aen-US%3Aofficial&amp;hs=sr6&amp;q=RRSP+quicken&amp;btnG=Search</a><br>
<br>
I know nothing about Canada and their financial methods.<br>
<pre>-- </pre>
<a href="http://defaria.com">Andrew DeFaria</a><br>
<small><font color="#999999">Who was the first person to look at a cow
and say, "I think I'll squeeze these dangly things here and drink
whatever comes out"?</font></small>
</body>
</html>

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Posted by Alex4all on December 10, 2006, 6:27 pm
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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


> 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
>
>
> --
>
>
>



Posted by Andrew DeFaria on December 10, 2006, 6:37 pm
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Alex4all wrote:
> 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
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 <http://defaria.com>
Do people in France use American ticklers?

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<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
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<head>
<meta content="text/html;charset=ISO-8859-1" http-equiv="Content-Type">
<title></title>
</head>
<body bgcolor="#ffffff" text="#000000">
Alex4all wrote:
it. Forget that you need know every penny you spent<br>
<br>
All you need to know is:<br>
Can you pay the mortgage<br>
Can you pay down any credit cards?<br>
Can you save??<br>
<br>
Dont need at 50 dollar program to tell you that you are spending too
much<br>
<br>
You know it deep inside<br>
</blockquote>
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.<br>
<pre>-- </pre>
<a href="http://defaria.com">Andrew DeFaria</a><br>
<small><font color="#999999">Do people in France use American
ticklers?</font></small>

</body>
</html>

--------------080907090003040302070603--

Posted by Alex4all on December 11, 2006, 3:44 pm
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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

LOL
Alex4all wrote:

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?



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