Accounts

Accounts show you where your money lives and how it moves—so you can track every dollar with clarity and confidence.

What Are Accounts?

Accounts are the containers Quicken uses to organize your money. Each account represents a real-world place where money is kept or tracked, such as a checking account, credit card, savings account, or business asset.

You can think of accounts as separate buckets—each one holds its own balance and transaction history, helping you see exactly where money comes from and where it goes.

Why Accounts Matter

Accounts form the foundation of your entire bookkeeping system.

Understanding accounts helps you:

• See all your business finances organized in one place

• Track money across multiple banks, credit cards, and payment methods

• Generate accurate reports for taxes and business decisions

• Keep business and personal finances clearly separated

Without properly set up accounts, transactions become difficult to track, balances can’t be trusted, and reports may be incomplete or inaccurate.

Example

You might have a Business Checking account for day-to-day operations, a Business Credit Card account for expenses, a Business Savings account for reserves, and an Undeposited Funds account for payments you’ve received but haven’t deposited yet.

Each account maintains its own balance and transaction history, giving you a complete picture of your financial activity.

Where to Find Accounts

You view and manage your accounts directly from the left sidebar by clicking Dashboard or Transactions.

• To Add a new account:
  Click + New

• View account details:
  Click any account name to open its register and see transactions, balances, and history