Adding various account types

You can add an account in Quicken to track almost any bank account, asset, or liability you have in the real world. The more accounts you add, the more closely Quicken reflects your real-world financial situation.

You can add the following types of accounts and features to Quicken. In most cases, you'll want to add all your accounts in the same Quicken data file, so that you can track your overall financial situation. You can add up to 512 accounts of each type of account.

Click the appropriate link to match your real-world account type to a Quicken account type:

•   Spending & Saving

  Add checking, savings, credit card, and cash accounts to:

  • Track income and expenses
  • See where your money really goes
  • Keep more accurate records
  • Balance your checkbook easily
  • Save time with your banking and bill-paying chores
  • Download transactions from your financial institution
  • Receive bills online
  • Make online payments

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•   Investing & Retirement

  Add brokerage, IRA or Keogh, 401(k), 529, and other investment accounts to:

  • Track all your investments in one place, across many different brokerages, institutions, and administrators
  • Analyze your holdings
  • Monitor your performance
  • Maximize your after-tax yield
  • Create and monitor a personalized asset allocation target
  • Balance your portfolio
  • Track employee stock options and stock purchase plans
  • Download transactions from your brokerage or financial institution

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•   Property & Assets

  Add house, vehicle, asset, and loan accounts to:

  • Have a complete picture of your net worth by tracking house, vehicles, and loans

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•   Loans & Debt

  Add loans and debt accounts to:

  • Track loan balances and payment schedules
  • Track loan interest

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•   Business Accounting

  Add business accounts to:

  • Track accounts receivable (customer invoices)
  • Track accounts payables (bills from vendors)
  • Create a balance sheet
  • Create a profit and loss (P&L) statement
  • Communicate more effectively with customers, partners, and lenders

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•   Rental Property

  Add rental property accounts to:

  • Track rent receivable
  • Track net worth of the rental property
  • Track loan against the rental property
  • Track security deposit liability
  • Create a balance sheet
  • Create a profit and loss (P&L) statement

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•   Tax related

  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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