Quicken 2016 The Official Guide, 5th Edition

Chapter 4

Working with Accounts, Categories, and Tags

In This Chapter:

•   Reviewing account and transaction types

•   Working with bank accounts

•   Adding new accounts

•   Working with the Account List window

•   Establishing categories and subcategories

•   Working with the Category List window

•   Organizing categories into groups

•   Using tags

Now that you have added your first account in Quicken, you have an idea of its power and capabilities. This chapter discusses setting up other accounts and some ideas on using your accounts to make your financial life easier.

Setting Up Other Banking Accounts

After you have created your primary checking account, you can create additional new accounts with the Add An Account button that appears at ...