| Get Started Managing Money |
| For first time Quicken users |
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| Do NOT need to import existing Quicken data |
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| See Where The Money Is Going |
| Reconcile bank and other statements |
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| Balance a checkbook |
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| See current financial standing |
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| Track and catagorize spending |
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| See All Accounts In One Place |
| Monitor and update online accounts - requires internet access |
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| Pay bills quickly and easily |
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| Find Ways to Spend Less and Save More |
| Create savings goals and track progress |
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| Plan for a new home, a baby or retirement |
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| Plan for college savings with 529 tracking |
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| Dowload and track 401K and IRA accounts - requires internet access |
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| Store statements and records electronically |
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| Monitor Investments |
| Select targets, analyze and optimize a portfolio |
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| Conduct research and receive investment alerts |
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| Get investment performance reports |
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| Generate schedule A, B and D tax reports |
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| Find ways to help minimize capital gains taxes |
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| Manage My Business and Personal Finances In One Place |
| Track and categorize business and personal expenses |
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| Monitor business profit and loss |
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| See current financial standing of a business |
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| Monitor upcoming bills and unpaid invoices |
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| Get a visual picture of sales, profits and expenses |
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| Help maximize home business tax deductions |
| Easily track tax deductions throughout the year |
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| Find possible deductions that were missed |
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| See a constant tally of year-to-date tax deductions |
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| Track vehicle mileage and other Schedule C items |
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| Scan and store receipts, cancelled checks and tax forms |
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