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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
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| title | Can you change an existing account type? |
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You cannot change an account type (for example changing a Savings account to a Credit Card account). You can, however, change the Account Intent (such as from personal to business). Many options are only available for higher tiers of Quicken such as Quicken Business & Personal. To do this: - Right-click on the account in the sidebar and select Edit/Delete Account.
- On the Account Details screen, select the Display Options tab.
 - In the Account Intent section, select from:
- Spending
- Savings
- Investment
- Retirement
- Asset
- You can also select from:
- Personal
- Business
- Rental Property
- Once you have selected your Account Intent, click OK.
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| title | Note for our Canadian Customers |
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The following terms will be different in the Canadian releases of Quicken. Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze" |