How To View An Existing Account In Quicken

Open an account from the Account Bar

  1. In the Account Bar list, click the account that you want to open.
  2. If necessary, click an account tab to go to the area of the account you want to work with. For example:
    • Register tab or Transaction tab to enter or edit transactions
    • Overview tab or Summary tab to view or edit account information

Open an account from the Account List

  1. Choose Tools menu > Account List.
  2. Double-click the account you want to open.
  3. If necessary, click an account tab to go to the area of the account you want to work with. For example:
    • Register tab or Transaction tab to enter or edit transactions
    • Overview tab or Summary tab to view or edit account information

Notes

Having several years worth of transaction history appear every time you open an account can slow down your work and add visual clutter. If this is your situation, consider managing the size of your Quicken data file. The way to do this is to archive the older transactions using either the Archive or Create New Year features.

Search Support:

Search form

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