Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Note

This page is a general guide to adding accounts. If you are having issues/errors adding an account you should visit the Quicken Support Page or contact Quicken Support directly.

To use Quicken you must start by adding your financial accounts. It's easy to add the accounts you want to track in Quicken. The more accounts you add the more closely Quicken reflects your true financial situation, which can assist you in short- and long-term financial planning.

...

  1. Select the Add Account  icon on the top right of the Account Bar.

    You can also add a new account by selecting Tools Add Account from the top menu.
  2. Select Offline Account.
  3. Select the account type. Spending accounts include Checking, Savings, and Credit Card.
  4. Name your account and select Next. Depending on your version of Quicken, you may also have options for selecting how your account is used.
  5. Enter your Statement ending date (The date you want to start tracking from) and your Statement ending balance (how much was in your account that day). Select Next.
  6. Your account will be added. Select Finish. You can also choose to Add Another Account.

Add other account types

...

titleOffline Loan or HELOC

...

titleInvestment / Brokerage account

...

titleVehicle account

...

titleReimbursable expenses / cash

...

titleHouse

...

title401(k)/403(b)

...