Decide which accounts to add to Quicken


You can add an account in Quicken to track almost any account, asset, or liability you have in the real world. The more you include, the more closely Quicken reflects your true financial situation.
 
You can add the following types of accounts and features to Quicken. In most cases, you'll want to add all your accounts in the same Quicken data file, so that you can track your overall financial situation. You can add up to 512 accounts per account type.
 
Click the appropriate link to match your real-world account type to a Quicken account type:

Spending & Savings

Add checking, savings, credit card, and cash accounts to:
 
  • Track income and expenses
  • See where your money really goes
  • Keep more accurate records
  • Balance your checkbook easily
  • Save time with your banking and bill-paying chores
  • Download transactions from your financial institution
  • Receive bills online
  • Make online payments

Investing & Retirement

Add brokerage, IRA or Keogh, 401(k), 529, and other investment accounts to:
  • Track all your investments in one place, across many different brokerages, institutions, and administrators
  • Analyze your holdings
  • Monitor your performance
  • Maximize your after-tax yield
  • Create and monitor a personalized asset allocation target
  • Balance your portfolio
  • Track employee stock options and stock purchase plans
  • Download transactions from your brokerage or financial institution

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Property & Assets

Add house, vehicle, asset, and loan accounts to:
  • Have a complete picture of your net worth by tracking house, vehicles, and loans

 

Loans & Debt

Add loans and debt accounts to:
  • Track loan balances and payment schedules
  • Track loan interest

 

Business Accounting

Add business accounts to:
  • Track accounts receivable (customer invoices)
  • Track accounts payables (bills from vendors)
  • Create a balance sheet
  • Create a profit and loss (P&L) statement
  • Communicate more effectively with customers, partners, and lenders

 

Rental Property

 Add rental property accounts to:
  • Track rent receivable
  • Track net worth of the rental property
  • Track loan against the rental property
  • Track security deposit liability
  • Create a balance sheet
  • Create a profit and loss (P&L) statement

 

Tax related

Set up a paycheck and tax-related accounts to:
  • Simplify tax planning
  • Estimate your upcoming tax liability
  • Save time with tax preparation
  • Export Quicken data into TurboTax
  • Minimize your tax bill

 

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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.