Adding spending accounts to Quicken is easy. Here is some advice, and links to more information to help you get started.
Which spending accounts should I add?
Quicken account | Real-world account |
|---|---|
Checking |
CheckingStart with your primary checking account. This is the account where you deposit your paycheck and pay your bills from. | |
Credit Card | |
Credit cardStart with the card you use most often, and decide how you want to track your credit card in Quicken. Line of creditUse a credit card account to track a line of credit that isn't a home equity line of credit. (Use a Home Equity Line (HELOC) account instead.) | |
Savings | |
SavingsAdd your savings accounts, especially if they represent a significant part of your net worth or emergency reserves. You can also use this account type to track any CDs (certificates of deposit) or money market accounts that you hold. | |
Cash | |
Cash expenditures or petty cashIf you want to know where absolutely all your money goes, or if you need to track petty cash for your business, add a Quicken cash account. (If you do, you can save time by tracking cash expenses only to the nearest dollar.) | |
For more information
| Child pages (Children Display) |
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