How do I use the Account Overview page?

Use the Account Overview page to view an account balance graph and other details about your account including: your account number, routing number, credit limit (for credit cards), and when you last downloaded transactions. You can also make changes to the account from the Account Overview page.

  1. Open the account you want to view an overview of.
  2. From the account register, click (the Account Actions icon), and then choose Account Overview.
  3. (Optional) Click Edit Account Details to change various account settings.
  4. (Optional) Click Change Online Services to add or remove online transaction download and bill payment services that your financial institution offers.
  5. (Optional) Click the Options menu on each of the snapshots to access other Quicken features and activities related to your account.


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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.