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- Click the Add Account icon on the top right of the Account Bar
. - Click Other AssetAssets & Liabilities.During the setup process, you'll be asked a few questions. Click below to learn more.
- What is the name you'd like to use for this account?
Enter the name you want to use to refer to the account in Quicken. This name will appear in reports, and in the Quicken interface.
- What is this account primarily used for?
If you are using Quicken Home, Business & Rental Property, choose the primary use of the account: Personal (which is the default), Business, or Rental Property. Your selection determines where in the Quicken interface (on which tab) the account appears. You can change this from the Account List later if you wish. the account appears. You can change this from the Account List later if you wish.
- Select a currency for the account (Optional)If you have set up Quicken to track multiple currencies, select one from the list. If you decide you need to change the currency for the account, you can do so only if you haven't entered any transactions except the opening balance.
- Click Non-cash assets, any high value property.
- On the Asset screen, enter the following:
- An Account Name for the asset.
- Select what the account will be used for (usually Personal transactions).
- Select the Currency (Usually U.S. Dollar)
- Click Next.
- Enter the Date to start tracking, generally the last statement date or date of the last appraisal.
- Enter the Asset Value (price as of the Date to start trackingTell Quicken about the asset you'd like to track
- Enter the date of your last statement, today's date, or the most recent date for which you know the balance or value of the account. Enter the balance or value of the asset as of that date.
- If you're entering the opening balance from a statement, use the opening date. If you're entering the closing balance from a statement, use the closing date. If you don't know the starting balance, leave the Asset Value field empty. The new account will be added with an opening balance of $0.00, as of today. You can enter an adjustment transaction later in the account transaction list.
- If this is a tax-deferred account, you can either accept the default tax attributes or click Tax Enter Optional tax information to link tax schedule line items to the transfers into and out of this the account.
- Click Next.
- If Is there is a loan on this asset?Is there a mortgage on this house?
If you have a loan, click Yes and choose one of the following options:
I'd like to track this loan in Quicken. the asset, choose a method to track the loan, otherwise select No.- Set up a new account
- in Quicken (You will be guided through the account setup process).
- Already Tracking: Select an existing account in Quicken (select an account from the menu).
- I do not want to track the loan in Quicken (The loan won't be tracked).
- Click Next.
- Click Finish or Add Another Account.
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