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Click the appropriate link to match your real-world account type to a Quicken account type:
Spending & SavingAdd checking, savings, credit card, and cash accounts to:
- Track income and expenses
- See where your money really goes
- Keep more accurate records
- Balance your checkbook easily
- Save time with your banking and bill-paying chores
- Download transactions from your financial institution
- Receive bills online
- Make online payments
- Investing & Retirement
Add brokerage, IRA or Keogh, 401(k), 529, and other investment accounts to:
- Track all your investments in one place, across many different brokerages, institutions, and administrators
- Analyze your holdings
- Monitor your performance
- Maximize your after-tax yield
- Create and monitor a personalized asset allocation target
- Balance your portfolio
- Track employee stock options and stock purchase plans
- Download transactions from your brokerage or financial institution
- Property & Assets
Add house, vehicle, asset, and loan accounts to:
- Have a complete picture of your net worth by tracking house, vehicles, and loans
- Loans & Debt
Add loans and debt accounts to:
- Track loan balances and payment schedules
- Track loan interest
- Business Accounting
Add business accounts to:
- Track accounts receivable (customer invoices)
- Track accounts payables (bills from vendors)
- Create a balance sheet
- Create a profit and loss (P&L) statement
- Communicate more effectively with customers, partners, and lenders
- Rental Property
Add rental property accounts to:
- Track rent receivable
- Track net worth of the rental property
- Track loan against the rental property
- Track security deposit liability
- Create a balance sheet
- Create a profit and loss (P&L) statement
- Rental Property
- Tax related
Set up a paycheck and tax-related accounts to:
- Simplify tax planning
- Estimate your upcoming tax liability
- Save time with tax preparation
- Export Quicken data into TurboTax
- Minimize your tax bill