When you add a new account, Quicken adds it to the Account List (choose Tools menu > Account List). In most cases, you'll want to add all of your household's accounts in the
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same Quicken data file, so that you can track all your finances in one place.
Click
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the Add Account
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icon on the top right of
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the Account Bar
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Enter the name you want to use to refer to the account in Quicken. This name will appear in reports, and in the Quicken interface.
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If you are using Quicken Home, Business & Rental Property, choose the primary use of the account: Personal (which is the default), Business, or Rental Property. Your selection determines where in the Quicken interface (on which tab) the account appears. You can change this from the Account List later if you wish. the account appears. You can change this from the Account List later if you wish.
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Click Other Assets & Liabilities.
Click Non-cash assets, any high value property.
On the Asset screen, enter the following:
An Account Name for the asset.
Select what the account will be used for (usually Personal transactions).
Select the Currency (Usually U.S. Dollar)
Click Next.
Enter the Date to start tracking, generally the last statement date or date of the last appraisal.
Enter the Asset Value (price as of the Date to start tracking.
If this is a tax-deferred account, you can either accept the default tax attributes or click
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Enter Optional tax information to link tax schedule line items to the transfers into and out of
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the account.
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Click Next.
If there is a loan on
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If you have a loan, click Yes and choose one of the following options:
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the asset, choose a method to track the loan, otherwise select No.
Set up a new account
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in Quicken (You will be guided through the account setup process).
Already Tracking: Select an existing account in Quicken (select an account from the menu).
I do not want to track the loan in Quicken (The loan won't be tracked).
Click Next.
Click Finish or Add Another Account.