How To Add or Manage an Account in Quicken?

by Prinkal Middha TricksTechTips

Quicken is a small accounting application which is used for account tracking and many other purposes.You can add different types of accounts in Quicken Like Checking, Saving, Credit, Brokerage, Rental, Business and much more.You can add as many as accounts in Quicken.In order to add an account in Quicken, you need to follow these simple steps.

1: First of go to account at the left-hand bottom of your Quicken register.

2: Then click on Add Accounts.

3: Choose the account type from the list like Saving, Credit, Checking and etc.

4: Then select your bank from the list or type it manually.

5: Put your banking credentials like Online user id and password.

Note: You can also add your accounts in Offline mode for the manual entry.

6: Then hit on connect and download the transaction from your bank directly.

7: Once done, You can repeat the same steps in order to add the accounts like investment and other.

After finishing this you can see the added account on the left-hand side of your Quicken program.From the list, you can manage your accounts.And can do the following things like-

1: Edit or delete the existing account.

2: Hide the account from the account list.

3: Remove the account from the account list.

4: Close the account in the Quicken.

By following these steps you can add and manage your Quicken account.If you face any issue while doing this then you can contact Quicken Customer Service Team or you can also visit Quicken Support Chat for the assistance.You can dial 1-866-292-4631 for the 24*7 live assistance from the Quicken expert team.We are offering live technical support for all the Quicken users in the USA & Canada.