2001 Conference Proceedings

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PERSONAL FINANCE ON YOUR COMPUTER: AN APPROACH FOR TEACHING PERSONS WITH VISUAL IMPAIRMENTS HOW TO USE QUICKEN AND ONLINE BANKING

Joseph Adamo
De Witt & Associates
700 Godwin Avenue
Midland Park, NJ 07432
E-mail: Josepha@dewittassociates.net

 

Recent improvements in screen reading technology now provides access to Quicken 2000, the popular personal finance program. De Witt & Associates' classes in personal finance train blind and low vision New Jersey residents in the use of Quicken 2000 with ZoomText or JFW 3.7. Our Director of Training will discuss how to develop your own program, as well as the methods we use to teach this course.


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We will explore:

  1. How to develop a curriculum for teaching personal finance on the computer to intermediate level computer users.

    a. How well it worked with students in the classroom.

    b. Features we focused upon for this beginner to intermediate level class.

    c. Training materials used in the class.

    d. Different strategies used depending on whether students in the class were using JFW or ZoomText.

    e. Some areas where Quicken's graphics are barriers to its efficient use and what techniques may be used to work around them.

  2. What on-line personal finance sites are accessible and work with the Quicken Personal Finance Software package?

    a. Using Quicken and on-line banking services.

    b. Using Quicken with on-line financial services such as brokerage firms or credit card companies.

  3. Specific strategies for using Quicken with JFW 3.7 most effectively. We will outline features JFW provides to help navigate Quicken and what keystrokes are used.
  4. We will outline features in ZoomText which facilitate navigating Quicken's screens. and what keystrokes are used.

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