4. Managing Your Accounts

What You’ll Do

Add New Spending and Savings Accounts

Add New Credit Card Accounts

Add New Investment Accounts

Add New Property and Debt Accounts

Edit Accounts

Delete Accounts

Manage Loan Accounts

Introduction

To get the most out of Quicken features and to ensure that the reports, graphs, and other analysis tools provide you with an accurate portrayal of your financial situation, you should keep all your account information current in Quicken. This means from time-to-time you’ll have to add new accounts, edit existing account information, and possibly remove accounts.

There are several locations from which you can manage your accounts in Quicken. You can add and edit accounts from the individual account centers; for example, ...

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