To use Quicken you must start by adding your financial accounts. It's easy to add the accounts you want to track in Quicken. The more accounts you add the more closely Quicken reflects your true financial situation, which can assist you in short- and long-term financial planning.
- Click the Add Account
icon on the top right of the Account Bar.
Start typing the name of your financial institution, such as your bank or credit card provider. Quicken will filter the results based on what you type. When you see your financial institution in the panel below, select it and click Next.
For online accounts, Quicken finds accounts based on the financial institution. You will have a chance to select the type of account later.
- Click a topic below to learn more about the types of accounts you can add.