Adding Accounts To Quicken for Windows (2024)

Overview

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

Before you begin

If you prefer to add accounts that you manually enter transactions into (not connected to a bank), you can find steps for that here.
If you are experiencing connectivity issues while trying to add accounts, click here.

Instructions

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 per account type.

To add accounts (such as checking, savings, and credit cards):

Additional Information fo Specific Account Types

Investing & Retirement

For 529 Accounts:Your other option is to manually add your 529 plan to Quicken with the basic procedure for adding an investment account. When you manually add a 529 plan to Quicken, Quicken automatically marks the account as tax-deferred for you.

How do I add a single mutual fund account?

How do Iadd an employee stock option grant?

How do I add an account to track employee stock purchase plan (ESPP)shares?

Property,Assets, Loans, & Debt

Important: If you have an existing, manual loan account that isn't downloading fromyour financial institution, there is not a way to connect that existing account to your financial institution. You will need to add that loan into Quicken again as a connected account.

When you add a new account, Quicken adds it to the Account List (choose Tools menu > Account List).

At the top of the Account Bar, click the+(plus sign)button.
Click the Other Assets & Liabilities tab

Select the type of Asset or Loan account you want to add.
During the setup process, you'll be asked a few questions. Answer the questions and follow the on-screen instructions.

Business Accounting

This feature is only available in the Subscription Release of Quicken Home &Business

To add business accounts:

Click theBusinesstab.
Click theBusiness Actionsbutton, then chooseBusiness Accounts > Add Account.
Select the type of account you want to add (you can select Accounts Payable/Receivable, Spending & Savings, Assets, or Loans)
Follow the on-screen instructions. ClickHelpfor more information.

Note: After adding a new invoices/receivables account, you can enter any previously issued but unpaid invoices that you want to track. When youcreate the invoice, just remember to predate it.

For expanded instructions, seeHow do I add a business?

Rental Property

This feature is only available in the Subscription Release of Quicken Home &Business

Click the Rental Property tab.
Click the Properties & Tenants button and choose Add Property.
Enter the name, tag, and address for the property you own.
Select the appropriate option:
- Click Single unit property if this is a single unit property.
- Click Multiunit property if this is a multiunit property. A multiunit property is when you divide your property into units. A unit can be a floor, an apartment, or even a room. For example, in an apartment, you can consider each room as a separate unit. Or, in a duplex property, you can consider each floor as a separate unit.
  1. Enter a unit name or unit number for each unit in the property.
  2. Click Add more units to add more units. (Optional)
Identify whether you want to track the value of the property. (Optional)
In the Property Documentstab, add the documents pertaining to this property.
Click OK.

For expanded instructions, seeAdd a Rental Property in Quicken Rental Property Manager

Quicken Credit Card

For instructions, see Adding the Quicken Credit Card to Quicken

Quicken for Mac users

For help with adding accounts in Quicken for Mac, click here.