Thank you for choosing Quicken! Owning your own home is one of the great American dreams.

Whether you’re just sticking your toes in the water, or you took the plunge long ago, Quicken has the tools you need to evaluate and track your investment. This short guide shows you how to:. Track your mortgage. Create a home asset account. Update your home value. Monitor your home equity.

Track your tax basis. Record home sale expenses Track your mortgage Why? The most basic reason to track your mortgage in Quicken is so you’ll know how much money you owe on your home. Digging a bit deeper into your payments, Quicken can also tell you how much interest you’ve paid on your mortgage over the past year, information which you’ll use when you file your taxes.

Finally, knowing how much you owe on your house will help you monitor your home equity. To set up your mortgage: 1. Click the Property & Debt tab, and then click the Debt button. Choose Loan and Debt Options Add a new loan, and fill in the information about your loan.

Click the Help icon if you have questions. Create a home asset account We recommend that you create a home asset account. A home asset account is the Yin to your mortgage Yang.

If you’re tracking a home mortgage (a liability) in Quicken, but not tracking its corresponding home value (an asset) in Quicken, you won’t get a good picture of your true net worth-something that’s pretty important. And you can use the same asset account to record any improvements you make to your home over the years, thereby reducing your tax liability when you sell (more about this in the next section). To create a home asset account: It’s pretty much automatic. When you’re done setting up your mortgage, Quicken asks if you’d like to create an asset account to go along with the loan.

Here’s what to do: 1. Click Add linked asset account, then click House. This will create a Quicken asset account that is linked to your mortgage.

You’ll update the balance of this account to reflect the current market value of your home. More about that later.

Name the asset account. In this example, the home address is used as the account name. Enter the date you closed escrow, the original cost of your home (this is your original tax basis), and an estimate of its current value. Note: If you didn’t create an asset account when you first set up your loan, search Quicken Help for “Link an existing house and mortgage account” to find out how to do so after the fact.

Update your home value As time marches on (and it will!) you’ll want to update the value of your home to reflect current market conditions. Knowing this value, and knowing how much you owe on your mortgage (see above) sets the stage for monitoring your home equity (see below).

There are a number of different websites that can help you get a quick estimate of how much money your home might be worth. Once you determine that amount, here’s what to do in Quicken: To update the market value of your home: 1. Click the asset account in the Account Bar to open its register. Choose Account Actions Update Balance at the top of the account register.

Enter the current market value of your home in the Update Balance window. Note: We recommend that you update the value of your home in Quicken at least yearly to match current real estate market conditions in your area. Quicken does the math and enters a transaction in the register to create an ending balance equal to your home’s current market value.

Monitor your home equity Home equity is the difference between the market value of your home and the amount you owe on your mortgage. If you're tracking this information in Quicken (see above), you can easily get an approximation how much money you would gross if sold your home. You’ll also have a much more accurate picture of your net worth.

To monitor the equity in your home: 1. Click the Property & Debt tab, and then click the Property button. Take a look at the snapshot for your home. Clearly displayed you’ll find the current value, mortgage balance, and equity. Track your tax basis The tax basis (or cost basis) of your home is the original purchase price plus what you’ve spent over the years to make capital improvements to the property. Your improvements can range from massive remodels (like adding a second story) to smaller improvements like putting on a new roof or installing automatic lawn sprinklers. But whether an improvement is large or small, it pays to track each and every one.

Here's why: When you sell your home, if your gain is more than $250,000 for a single taxpayer or $500,000 for a married couple filing jointly, the IRS taxes you on the difference between the sales price and your original purchase price plus improvements. The more improvements you make, the higher your tax basis in the home (this is a good thing). Here’s an example: Suppose you are married and you bought your home for $400,000. During the 20 years you lived in the house, you spent $100,000 on improvements (new roof, landscaping, new kitchen). You later sell the home for $1,200,000 (wow!). Uncle Sam taxes you on the sales price (1,200,000), minus the original cost plus improvements (400,000 + 100,000), minus the married exclusion (500,000). So after the sale, you have a taxable gain of $200,000, instead of $300,000.

That’s a big difference! Using the asset account you created for your home (see above), you can record home improvements as you make them, and Quicken will keep a running tab of the total. To track the tax basis of your home: 1. In the Account Bar, click the account you used to pay for the improvement. In this example, you paid for a new roof from your checking account. So you would click Checking in the Account Bar.

At the top of the account register, choose Account Actions More Reports Register Report. To see just tax basis transactions, click the Customize icon in the report and select only the Tax Basis tag. Record home sale expenses When you sell your home, if your gain is more than $250,000 for a single taxpayer or $500,000 for a married couple filing jointly, you can deduct certain selling expenses such as repairs necessary for the sale, title insurance, survey fees, transfer taxes and recording and legal fees. Settlement fees and closing costs comprised of commissions and fees to the mortgage broker and are also deductible. To record home sale expenses: It’s easy. Just set up the categories you need, and then assign transactions to them.

This makes importing your information into tax-preparation programs such as TurboTax a snap. Here’s how: 1. Choose Tools menu Category List, then click New. On the Details tab, first set up an expense category named Home, then set up the following two subcategories of Home: Home: Sale Fees Expenses associated with the sale of the house, such as bank fees or realtor's commissions. Home: Sale Repair Expenses for repairs necessary for your sale. Use this category for expenses that fit the IRS definition of a fixing up expense. The expense must be incurred within a specific period after you sign the sale contract.

For each of the two subcategories, click the Tax Reporting tab. Select Tax related category. Note: You should check with your tax advisor to be sure that any expense you assign to these categories can be deducted, since tax laws are subject to change. Assign categories to your qualifying transactions.

If you need to add other categories, do so as described in this section. To report on your expenses, choose Reports Spending Itemized Categories. Get help when you need it We want to make sure you get the help you need. If after reading this guide you have questions, you can turn to the following resources. Quicken Help Includes explanations about how features work and steps on how to do most tasks. From the Help menu, choose Quicken Help. Quicken Live Community An online forum where you can get answers from other Quicken users and experts.

Click the Help button in the lower right of Quicken. You can also access Live Community at. Quicken Support If you run into a bug or other malfunction in Quicken, contact Support at. McGraw Hill’s Quicken: The Official Guide Offers a more thorough intro to Quicken and all of its features.

Available at many bookstores and online. Thank you again! We sincerely hope this short guide gets you up-and-running with Quicken.

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For Legal Business Pro, we have:. Reviewed all documents, making updates when necessary. Provided updated IRS forms, as available. Included the most up-to-date versions of these books:.

No, but you can install and use Legal Business Pro if you have a PC emulator (such as Virtual PC or Guest PC) on your Mac. Be aware, though, that this configuration is not supported by Nolo Technical Support. The Nolo eBooks included with Legal Business Pro are in PDF, except for Starting and Running a Small Business, which can be viewed exclusively through the program's book reader. To read the books in PDF format, you must have Adobe Reader installed. You can download the most current version of Adobe Reader available for your Windows operating system from.

Legal Business Pro contains commercial leases, but not residential ones. If you need a residential lease, try these Nolo books:, by Janet Portman and Marcia Stewart, or, by the same authors. Legal Business Pro does not contain a durable power of attorney, which is a document that lets someone act on your behalf even if you are incapacitated. It does, however, include a limited power of attorney that you can use to empower someone to make financial decisions for you for a specified amount of time or for a particular purpose. You can create a durable power of attorney with Nolo's. Legal Business Pro is incompatible with QuickBooks.

Yes, Legal Business Pro automatically creates a backup copy of your Legal Business Pro portfolio every time you work on it. This file is kept in a folder in your My Documents (Windows XP) or Documents (Windows Vista, Windows 7 and Windows 8) folder called Nolo Documents Backup. As a precautionary measure, we suggest copying these backup files to an external medium (backup storage, external hard drive, flash drive, or CD/DVD) and storing them in a separate location. You can also change the location where Legal Business Pro stores backups. See the Users' Manual, Part 5.

No, we designed Legal Business Pro for use in the United States. So, while much of the general business information provided by the program may be relevant to your foreign business, you should not use its forms for business you do in other countries.

To start the installation, insert the software CD into your computer's CD drive. Installation should start automatically. If it doesn't, do the following:. Navigate to your CD-ROM drive. Double click the Setup file. Follow the instructions that appear on the screen.

You can register your copy of Legal Business Pro by choosing Online Online Registration from within Legal Business Pro. If you're having trouble registering through the program, please. Registering enables you to receive technical support. Before you uninstall, make sure you have backups and/or printouts of your documents.

To uninstall the program: Windows XP: go to Start Programs Quicken Legal Business Pro Uninstall Quicken Legal Business Pro. Windows Vista and Windows 7: go to Start All Programs Quicken Legal Business Pro Uninstall Quicken Legal Business Pro. Windows 8: right click the Quicken Legal Business Pro app, click Uninstall and follow the onscreen instructions.

If you can't find the uninstaller, try one of these methods:. Use the Control Panel to uninstall. Find the Quicken Legal Business Pro folder on your computer and delete it.

You can export any Legal Business Pro form to RTF (see ), open the RTF with your word processing program, and add your logo, header, or footer. Most IRS forms included in the program are enabled with 'document rights,' a feature that allows you to save your filled-in form. If this feature is available, you'll see a document rights message box when you open an IRS form in Adobe Reader. Early versions of Adobe Reader will prompt you to download a newer version that will allow you to save. You need Adobe Reader 10 or higher in order to make use of all the features in the PDF files included in Legal Business Pro - including saving completed IRS tax forms. To download the latest version of the free Adobe Reader, go to.

Generally, you will not need to change any of the default formatting for your documents. The attorneys at Nolo have checked the documents and verified that signature lines and witness lines appear as they are supposed to.

That said, the program does allow you to change the font, line spacing, and margins of your documents. Choose File Print Options or select Print Options from the Print Preview screen. Make your adjustments in the Print Options window and click OK. The changes will appear in the preview of your document.

To restore the default settings at any time, return to the Legal Business Pro program window, choose File Print Options. When the options dialog comes up, click the Use Defaults button. You can also export your document to a text file and edit your document in a word processor (see below), but it is safer to format your document using the options within Legal Business Pro.

Throughout the program, Legal Business Pro checks the data you enter and verifies that the data you enter is in the correct format and is spelled correctly. However, not all data is checked for formatting in this way. In particular, telephone numbers and zip codes are not checked for formatting (to allow for international phone numbers and extensions, and so on). Proofread your data before moving to the next screen. We designed Legal Business Pro for use within the United States, so many forms in the program do not allow you to easily enter a foreign address. If you need to enter a foreign address into your document, you can export the document to RTF (see below) and enter the address manually. To use the government forms included in PDF in Legal Business Pro, you need Adobe Reader, version 10 or greater, installed.

You can download it for free from. To protect your backup files, you cannot open a Legal Business Pro portfolio while it's stored in the Nolo Document Backups folder.

If there's a problem with your original Legal Business Pro portfolio, and you need to use the backup, copy the backup file and paste the copy into a different folder. Once it's outside the Nolo Document Backups folder, you'll be able to open it. Nolo has made every effort to ensure that Legal Business Pro documents will print correctly regardless of the printer you use. Nonetheless, printer anomalies can occur. If you encounter any problems when printing your documents, you can and print it from your word processor.

Please to report the problem so that we can investigate and fix the problem, if possible. To see an example of a completed document:. Use the Document List screen to select the document you want to create. Click the 'example' link on the on the right side of the screen.

This will open a completed version of the document, using fictitious data. (Your actual customized document might look different, based on the interview answers you provide.) Your Nolo software creates custom documents based on your responses to document interview questions, so there is no blank template that can be printed. If you just want to see what a document looks like, you can view a document example (described ). To print out a draft version without including signing instructions:. Follow the program's instructions on completing and printing a document.

At the Print Preview screen, click the Print icon. You'll then see a Print dialog box. In the Print Signing Instructions box in the lower right of the Print dialog, select No. Click OK to send the displayed document to your printer. Exclude the signing instructions only if printing a draft copy. If it's the final version, print and read the signing instructions. To print with each page clearly labeled as a draft:.

Follow the program's instructions on completing and printing a document. At the Print Preview screen, click the Print icon. You'll then see a Print dialog box. In the Watermark box in the lower left of the Print dialog, select Draft. Click OK to send the displayed document to your printer. To print with each page clearly labeled as a duplicate:. Follow the program's instructions on completing and printing a document.

At the Print Preview screen, click the Print icon. You'll then see a Print dialog box. In the Watermark box in the lower left of the Print dialog, select Duplicate. Click OK to send the displayed document to your printer. While the program is running, select File Print Options. Click the Use Defaults button to reset your print options. There can be several reasons for this.

Printer driver. You may have the wrong printer driver selected. Check your printer setup and go to your printer manufacturer's Website to make sure you have the latest printer driver.

Interference by other software. Some programs alter the printer setup with special format commands or fail to reset a printer to its default settings when finished. Try resetting your printer by turning it off and then on again before printing from Legal Business Pro. Network printers. If your printer is part of a network, the network itself may have special commands. Your system administrator may need to alter some settings.

Check that you have the current version of software by running Web Update. For more on running Web Update, see 'How do I keep Legal Business Pro current and up to date?' .) Get the latest printer driver. Check your printer manufacturer's Website to make sure you have the current version of your printer driver. The program's registry settings may be corrupt. To fix this, start the program while holding down the CTRL key. Doing this will reset the program's registry settings to their default values.

The appearance of a completed document in Legal Business Pro's Print Preview window might not exactly match the appearance of the printed document - line breaks, page breaks, and the number of pages may differ in the actual output from the printer. The output of most documents depends on the answers you give in the interview.

So, for most forms, you must complete the document interview before you can print out a document. If you decide to change answers for a completed document, you may need to step through the entire interview and review all of the interview screens before you can print out that document. After you've completed a document, you can export it, saving it as a rich text file (RTF). Once it's an RTF, you can open it with a word processing program. Use this feature if you:. are having problems printing directly from Legal Business Pro, or.

want to view your document on a computer that doesn't have Legal Business Pro on it. If you alter a document, we cannot guarantee its legal validity. As such, we strongly discourage using your word processor to edit or change the wording of an exported document.

To export your completed document:. Click Export to Word Processor at the Congratulations screen (or the Export icon at the Print Preview screen). Click Continue at the prompt explaining why you shouldn't revise the exported document. This opens the Export Document dialog box. Name the exported file. Select the file type for the exported document: either Rich Text Format (RTF) or ASCII Text (TXT). If your work processor can read RTF files (most do), select that file type.

It contains more formatting. Click Save.

Click Yes to open the exported file with your word processor. If you choose to export a completed document to RTF, it's best to open and print it with Microsoft Word. If you use a word processor other than Microsoft Word, your document may have problems (such as missing formatting, incorrect page numbering, missing signature lines and so on) that you will need to correct manually.

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These problems will not occur if you view and print your document from Legal Business Pro or if you use your exported files with Microsoft Word or Word Viewer. (You can download Word Viewer for free from.) If you choose to export your documents to an RTF or text-only file, be careful to give your files unique names. Otherwise, if you have already exported a document of the same kind, you run the risk of overwriting the previous export file.

Many documents have lines of '////' at the end of a page; these are called hash marks. Hash marks are both a precaution and a legal necessity - they prevent someone from inserting additional contract language into a blank space in a document after you have signed it.

Specifically, hash marks are used when the page that precedes the document's signatures contains less than a full page of text. Legal Business Pro has built-in formatting that forces certain blocks of text to stay together on the same page. Occasionally, the program miscalculates the length of the hash marks, leaving you with a page with very little text except the hash marks.

You can usually fix this problem by making slight adjustments to your print margins in the Print Options dialog. (For example, the standard bottom margin is 0.45 inch; changing it to 0.6 inch will usually correct the problem.) To keep your program up to date, periodically run the Web Update feature of Legal Business Pro. Within the program, select Online Web Update. Your computer needs to be connected to the Internet to run Web Update. If you are running Windows Vista, Windows 7 or Windows 8: Due to increased security measures in Windows Vista, Windows 7 and Windows 8, when the update finishes you will see a user access control dialog. Click Continue (on Vista) or Yes (on Windows 7 or 8), or enter an administrator password as prompted.

If you use a firewall and security application and receive warnings, you'll need to 'allow' or add 'fl.nolo.com' to the trusted site list. If, after adding fl.nolo.com to the trusted site list, you still are unable to complete the update, you may need to turn off your firewall program. Once the update is downloaded and installed, you can turn your firewall back on. If you are a Windows XP Service Pack 2 or Service Pack 3 user, the built-in Windows Firewall feature could prevent you from using Web Update. When you use Web Update, if you see a Windows security alert that asks you whether you want to block or unblock your program's Internet connection, select unblock. Once you have unblocked the program, you should be able to download future Web updates. If you are trying to update behind a corporate proxy server and get various error messages, you won't be able to use Web Update.

Web Update was designed for the home user with a basic firewall. Unfortunately, we cannot support proxy servers and other corporate VPN security configurations. If the problem persists, please and include the following details to expedite a solution.

How are you connected to the Internet (modem dial-up, DSL, etc.)?. What version of Windows are you running?. Who is your Internet service provider?

If you use Windows XP and you try to use Legal Business Pro's Web Update feature, you may get an error message if you do not have the required administrator privileges to install program files. If this happens to you, you will need to switch to a user with administrator privileges or have your system's security settings changed.

If necessary, contact your network administrator or read Windows documentation on changing security settings. Due to increased security measures in Windows Vista, Windows 7 and Windows 8, you will see a User Access Control dialog when the update finishes. When you see this dialog, click Continue (on Vista) or Yes (on Windows 7 or 8), or enter an administrator password as prompted. Review the information that came with the program. The following resources may help:.

the Users' Manual. the program's Help menu, and. this FAQ document.

Run Web Update. We may have already detected the problem and corrected it in the latest version of the program. To make sure that you have the latest version, run Legal Business Pro and select Online Web Update. If you don't have Internet access, contact Nolo's technical support staff. (See step 3.) Step 3. Contact Nolo's technical support staff. If the problem persists, please.

Please provide as much information as you can about the problem, including:. the name of the program. the program version (To find this information, run Legal Business Pro and select Help About Quicken Legal Business Pro.). any error messages, and. details about what you were doing with the program when the problem occurred.

The following information about your computer may also be helpful:. operating system (for example, Windows XP Home).

processor type (for example, Pentium III, 500 Mhz). RAM (for example, 128 MB). video card information, and. printer model.

Technical support is available to registered users of Legal Business Pro through December 31, 2015. You can register your copy of Legal Business Pro by choosing Online Online Registration. Nolo is unable to answer legal questions. If you have legal questions, first search for answers within the program. If you can't find the answer there, contact a lawyer. Laws change frequently and, we update our products accordingly, so we strongly recommend that you keep your software up to date by frequently and by upgrading to the most current version of Legal Business Pro.

To order the current version of Legal Business Pro. Start Legal Business Pro and select Help About Quicken Legal Business Pro to see the version number.

To see version info for specific program files, click the Version. If you can't get the program running, navigate to the program folder for Quicken Legal Business Pro and find the 'QLB.EXE' file. Right click the file, select Properties, and click the Version tab, where you'll find it listed. In fact, you should keep your old version of Legal Business Pro until you have successfully opened and converted all of your documents files with the new version.

Here's how: To play it really safe, back up your Legal Business Pro documents files on to a CD-ROM, flash drive, or other external medium. Then, install Legal Business Pro. When this is done, start the program and open your most recently used Legal Business Pro documents file.

If you've created any other Legal Business Pro documents files, open them as well. Once a pre-2014 Business Pro documents file has been opened and converted to the 2014 portfolio format, you will not be able to open it again with the old version of the program with which it was created. (For more on opening documents files created with older versions, see the Legal Business Pro Users' Manual Part 5.) Yes. Legal Business Pro is an update of the following programs: Quicken Legal Business Pro 2014 through 2004, Quicken Lawyer 2003 Business, and Quicken Lawyer 2003 Business Deluxe. Document files from these older versions can be used with Legal Business Pro.

Self-help services may not be permitted in all states. The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. The attorney listings on this site are paid attorney advertising. In some states, the information on this website may be considered a lawyer referral service.

Please reference the Terms of Use and the Supplemental Terms for specific information related to your state. Your use of this website constitutes acceptance of the,.