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About using the Account Overview page
Use the Account Overview page to view an account balance graph and other details about your account, including
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your account number, routing number, credit limit (for credit cards), and when you last downloaded transactions. You can also make changes to the account from the Account Overview page.
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you want to view an overview of.
From the account register, click
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(the Account Actions icon), and then
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choose Account Overview.
(Optional)
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Click Edit Account Details to change various account settings.
(Optional)
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Click Change Online Services to add or remove online transaction download and bill payment services that your financial institution offers.
(Optional) Click
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the Options menu on each of the snapshots to access other Quicken features and activities related to your account.