Datasheet

15
Chapter 1: Setting Up Shop
You do so by typing a name in the Account Name/Nickname text box,
shown in Figure 1-4. Furthermore, if given the choice, click one of the
option buttons that appears below the Account Name/Nickname text
box to indicate whether you’re using the bank account primarily for
business finances, personal finances, and so on. By the way, as far as the
account name goes, you can be as general or as specific as you want.
But brevity is a virtue here, so be concise: Quicken uses your account
name to label stuff within the Quicken window and on Quicken reports.
If you use a long account name, the name may not always fit on reports
and screens.
Figure 1-4:
The Tell
Quicken
About This
Checking
Account
window.
4. Enter the ending bank statement date by referring to your bank
statement.
After you provide Quicken with a name and general description of
the account’s transactions, click Next, and Quicken displays another
account setup dialog box (shown in Figure 1-5) that asks about the
account’s ending statement date and ending statement balance. Enter
the date of your last bank statement into the Statement Ending Date text
box. This date, by the way, is forward from which you will start using
Quicken. Enter the date in MM/DD/YYYY or MM/DD/YY 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 7,
2010, type 07/07/2010, or you can type 070710.
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