Tell me about managing my accounts
Whenever you add a new account, it shows up in Quicken's Account Bar and Account List. Open the account to begin entering transactions. Each account has a register (or a transaction list for investment accounts) where you enter deposits, payments, and withdrawals. The links below provide brief overviews of common account management tasks.
What can I do to manage accounts?
See an overview of all my accounts
Add a new account
Open an account
Change an account
Delete an account
Use the Account Overview page
View performance and analysis information for an investing account
Set tax attributes for an account
Hide or close an account
Move an account from one group to another
Add a linked checking account to an existing investment account
Link an existing house and mortgage account
Link an existing vehicle asset account and vehicle loan account
Unlink an existing asset from multiple loan accounts
Close inactive asset or loan accounts
What if something goes wrong?