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, the Spending & Savings account center. You can also use the Quicken Home page and the Quicken Express Setup.

Although you can manage your accounts from just about anywhere in Quicken, the most convenient area to manage all your accounts is the Account List window. All your accounts to date are listed in this window. From the Account List window, you can add, edit, delete, and set up online services for each of your accounts. In addition, there are several other tasks you can perform using this window. This chapter shows you how to add the most common account types, edit your accounts, and delete your accounts.