How do I add a house account?

When you add a new account, Quicken adds it to the Account List (choose Tools menu > Account List). In most cases, you'll want to add all of your household's accounts in the same Quicken data file, so that you can track all your finances in one place.

  1. At the bottom of the Account Bar, click Add an Account.
  2. Click House.
  3. During the setup process you'll be asked a few questions. Click below to learn more.
    • What is this account primarily used for?
      If you are using Quicken Home & Business or Quicken Rental Property Manager, 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.
    • 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.
    • 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. Set up a new account for me. Quicken walks you through the steps to add a loan to track the payment schedule, principal, and interest, and a liability account to track your loan balance, which is used in your Net Worth report. For more information, see Set up a loan or mortgage.
      • I'm already tracking the loan in Quicken. Select existing account. In the drop-down list, select the appropriate loan account.
      • I do not want to track the loan in Quicken.


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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.