Datasheet

4. Enter the ending bank statement date by referring to your bank
statement.
When Quicken asks for the ending statement date, enter the date of your
last bank statement. This date, by the way, is when you will start using
Quicken. Enter the date in MM/DD/YYYY fashion.
“Geez, Steve,” you’re now saying to yourself, “what’s MM/DD/YYYY fash-
ion?” Okay. Here’s an example: If your bank statement is dated July 13,
2008, type 07/13/2008, or you can type 072308.
5. Enter the ending bank statement balance by referring to your bank
statement.
This balance is whatever appears on your bank statement. This balance
is also the amount of money in your account on the date you begin your
financial record keeping. If you have $4.16 in your checking account,
type 4.16 into the Balance On The Ending Date text box.
6. After you type the bank statement balance, click the Next Step button
to continue moving through the Express Setup.
Describing your income
The third step in the Express Setup? Describing any regular income that you
receive (such as a paycheck) and any regular deposits you make into your
bank account (see Figure 1-6). To provide this information, you could enter
the name of the payor into the Company Name text box. You could describe
the type of payment by using the Category box, and you could even give the
amount of the regular payment by using the Take-Home Pay box.
Figure 1-6:
The Add My
Deposits
And Other
Income
window.
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Part I: Zen, Quicken, and the Big Picture
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