To use Quicken you must start by adding your financial accounts. After reviewing these instructions click the Get Started button. You can also add an account any time if you go to the
Account Bar and select 
.
You will want to begin by adding any checking and savings accounts you have. From there you may want to add credit cards, investments, and other accounts.
To add an account, follow the on-screen instructions. You will need to:
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Identify the account type (such as checking).
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Select your financial institution.
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If you prefer to enter your information manually, select Advanced Setup, then select I want to enter my transactions manually. |
Enter your login information.
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Adding spending accounts, such as checking, credit card, savings, and cash accounts, is crucial for gaining financial clarity, effective budgeting, accurate expense tracking, and planning for both short-term and long-term financial goals. It provides a comprehensive understanding of your finances, empowers you to make informed decisions, and ultimately helps you achieve your financial goals.
Which spending accounts should I add?
| Quicken account | Real-world account |
|---|---|
Checking(Tell me how) | CheckingBegin with your primary checking account. This is the account where you deposit your paycheck and pay your bills from. |
Credit Card(Tell me how) | 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(Tell me how) | 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(Tell me how) | 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.) |
Which spending accounts should I add?
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