Whenever you add a new account, it shows up in Quicken's Account Bar and Account List. Open the account to begin entering transactions. Each account has a register (or a transaction list for investment accounts) where you enter deposits, payments, and withdrawals. The links below provide brief overviews of common account management tasks.
What can I do to manage accounts?
- How do I see an overview of all my accounts?
- How do I open an account?
- How do I edit an account?
- How do I use the Account Overview page?
- How do I move an account?
- How do I add a linked checking account to an existing investment account?
- How do I link an existing house and mortgage account?
- Link an existing vehicle asset account and vehicle loan account
- How do I unlink an existing asset from multiple loan accounts?
- How do I close inactive asset or loan accounts?
Overview
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