If this account is held at a financial institution
If this account is held at a bank, charge or credit card company, brokerage, or 401(k) plan administrator, enter that institution's name here.
- Choose This account is held at the following institution, and then enter the institution name in the field below.
- If this is a loan, click This is a loan account. (Optional)
- Click Next to advance to the next dialog in the account setup wizard. Follow the on-screen instructions.
Notes
If this is a credit card account, keep in mind that the financial institution may have a different name from the organization that issued the card. For example, many clubs, nonprofits, mileage programs, and so on issue credit cards that are administered by a third-party financial institution. If in doubt, check the name on your monthly statement or call the credit card's customer support number.
If this account is not held at a financial institution
If you're adding an account to track one of the following account types, choose This account is not held at a financial institution, and then click Next to advance to the next dialog in the account setup wizard.
- Cash
- Single mutual fund
- House (tracks the value of your home)
- Vehicle (tracks the value of a motor vehicle)
- Asset (tracks art, collectibles, or capital equipment)
- Liability or loan
- Invoices/Receivables (only in Quicken Business & Personal
- Bills/Payables (only in Quicken Business & Personal)
Overview
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