How to Add or Manage an Account in Quicken?

Method To Add or Manage an Account in Quicken

Quicken is a small accounting application which is used for account tracking and many other purposes. You can add different types of accounts in Quicken Like Checking, Saving, Credit, Brokerage, Rental, Business and much more. You can add as many as accounts in Quicken. In order to add an account in Quicken, you need to follow these simple steps.

1: First of go to account at the left-hand bottom of your Quicken register.

2: Then click on Add Accounts.

3: Choose the account type from the list like Saving, Credit, Checking and etc.

4: Then select your bank from the list or type it manually.

5: Put your banking credentials like Online user id and password.

Note: You can also add your accounts in Offline mode for the manual entry.

6: Then hit on connect and download the transaction from your bank directly.

7: Once done, You can repeat the same steps in order to add accounts like investment and others.

After finishing this you can see the added account on the left-hand side of your Quicken program. From the list, you can manage your accounts. And can do the following things like-

1: Edit or delete the existing account.

2: Hide the account from the account list.

3: Remove the account from the account list.

4: Close the account in the Quicken.

By following these steps you can add and manage your Quicken account.

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