This e-Book and case study were written in 2007, yes,
that's 5 years ago. It's in PDF format, and both
are over 100 pages crammed full of useful tips on
how to use Quicken for all sorts of reasons.
... and over the last 26 years, I've taught a lot of
people how to use Quicken to account for their
finances, especially their investments. including
CGA's and their staff, investment planners and their
staff...
This e-book and case study have always been a
training handout.
This week, September 13th, I'm doing a presentation
of how to use Quicken, an Overview, for an hour for
www.ipbc.ca
I wanted to make this book and case study available
at an affordable price for everyone. IPBC Members
should visit the 10% off link on my Partner Page
found under Join IPBC tab on the www.ipbc.ca
website.
Everyone else can purchase it here by clicking on Add
to Cart below:
Free stuff to help you with learning how to use
Quicken software:
Link to EnCana/Cenovus sample file
(Save this file, then open Quicken and restore...it's
a Quicken backup from 2010, so you should be able to
restore it if your software is newer than that...)
Links to a couple of blog postings I put up recently
(this material was originally written as a
backgrounder for a CGA BC Chapter presentation)
Historical Backgrounder on Investment Accounting
27 Reasons to
Count ACB
Yes, it's old and it needs a re-write, and the
pictures could be enlarged, but it gives you the
basics. When I"m old and have time, it's on the list
to re-write.
Disclaimer:
Eileen Reppenhagen CGA does
not research or endorse any
product or service appearing in ads
posted on this site.
Please
do NOT rely on or use the
information on this website as a
basis for a course of action without
obtaining appropriate professional
advice
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