Setting up Cash Accounts in Quicken for Mac

To set up a cash account

  1. Choose Accounts > New > Cash.
  2. Click Finish to add the account.
  3. Choose Transactions > New Transaction
  4. Enter an opening balance transaction with the total amount of cash you have on hand today.
  5. (Optional) Click Save to enter the transaction.

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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.