You can view Account Lists by going to either Banking>Account Lists or Investing>Account Lists.Ĭategories in Quicken help you to track the source of a deposit into or a withdrawal from an account. For example, you might have a deposit into your checking account from your paycheck. Salary would be the category. A category can also be something you spend money on (an expenditure) such as clothes, or it can be the name of an account that you're transferring money into (Savings). The Account Bar is pictured below. If you don't see the Account Bar, go to View>Account Bar, and select an option for it to appear. You can also use these steps to hide the Account Bar. Whenever you open an account in Quicken, it will appear in the Account Bar and the Account List. In Quicken, an account refers to anything that you want to keep track of. It might be a checking or savings account however, it could also be your investments or cash flow. Understanding Accounts, Categories, and Tabs
It's not hard to do. However, you'll still want to pay close attention as we go through how to set up each type of account. These are the staple accounts of all households, and these are the types of accounts we're going to learn how to create in this article.
It should go without saying that the bulk of your work in Quicken will be with checking, savings, credit cards, and cash accounts.
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