Basic & Intermediate Training - Financial Navigator, Inc.

If you are unable to attend a training class, or simply prefer to follow a tutorial on your own, the Basic/Intermediate Training Guides provide excellent training alternatives. Each guide is revised at least once a year to keep up with changes in Navigator and the way users use the software to meet their needs.

Both Training Sessions and Training Guides include the topics listed below. The 300+ page two-volume Guide covers all the topics taught in the Basic/Intermediate training class in a clear, step-by-step format. It is an essential reference for anyone who wants to master the fundamentals of Navigator.

Basic: Day One and Volume I

Introduction to Navigator
Setting Up Your Data Files
Customizing the Chart of Accounts
Getting Around in Navigator
Entering Starting Balances
Entering Simple Transactions
Swapping Data Files
Producing Basic Reports
Entering Multiple Distributions
Changing and Reviewing Transactions
Adding Accounts in Transaction Activity
Using Automatic Entries
Entering Salary/Wage Income
Printing Checks
Using Account Information
Managing Your Entities and Data Files
Beginning a New Year
Understanding Setup Functions
Using Navigator Options
Using Navigator Utilities

Intermediate: Day Two and Volume II

Using Transaction Activity Options
Using Report Options
Working with Financial Reports
Reconciling Your Bank Account
Transferring Amounts between Accounts
Using Account Qualifiers
Recording Marketable Securities
Updating Marketable Securities
Selling Marketable Securities
Recording Dividend Reinvestments
Using Tax Reports
Using General Journals
Working with Accounts
Using Periodic Transactions
Setting Up Loan/Mortgage Payables and Receivables
Making the Most of Automatic Entries
Entering Credit Card Transactions
Using Navigator Help

If you would like more detailed information about what is covered in Basic/Intermediate training classes, please call us, or e-mail us at training@finnav.com.

Sixteen CPE credits will be awarded for this Group-Live course. For more information regarding administrative policies such as complaint and refund, please contact our office at 800/468-3636.

Financial Navigator, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the:

National Registry of CPE Sponsors
150 Fourth Avenue North
Suite 700
Nashville, TN, 37219-2417
http://www.nasba.org