How To View An Existing Account In Quicken

Product Version
Windows 2015
Windows 2016
Windows 2017
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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

If you need to change settings for your register (such as changing the color, viewing in Two-line display, etc) you can find that in How do I customize my register?

If you need to delete an account, you can find steps here. If you need to edit an account, go to How To Edit Account Information.

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