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