Add an account

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. At the bottom of the Account Bar, click Add an Account.
  2. Follow the on-screen instructions in the Account Setup wizard. Click Help for more information.
  3. Click a topic below to learn more about the types of accounts you can add.

    Add a spending account
    Add an investing account
    Add a property or debt account
    Add a business account (Quicken Home & Business only)
    Add a rental property account (Quicken Rental Property Manager only)

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.