Supported Account Types
Overview
Quicken supports a wide range of account types from financial institutions in the United States and Canada, helping you manage your complete financial picture in one place.
You can connect accounts to automatically download transactions and balances or create manual accounts to track assets and accounts that are not available for online connection.
Understanding account types can help you:
Choose the right setup for your finances
Organize business and personal accounts separately
Improve budgeting and reporting accuracy
Track assets, debt, investments, and cash flow more effectively
If a financial institution or account type is not supported for automatic connection, you can still track it manually.
Banking Accounts
Checking
Checking accounts are typically used for everyday spending, bill payments, deposits, and transfers.
Use checking accounts to:
Monitor day-to-day cash flow
Track debit card purchases
Review incoming deposits and payments
Manage bill payments and transfers
Connected checking accounts can automatically download transactions and balances.
Savings
Savings accounts help you track emergency funds, savings goals, and reserved cash.
Supported savings accounts include:
Traditional savings accounts
High-yield savings accounts
Money market accounts
Cash
Cash accounts are manual accounts used to track physical cash or offline balances.
Common uses include:
Wallet cash
Petty cash
Emergency cash reserves
Credit Accounts
Credit Cards
Quicken supports most major credit card providers, including:
Visa
Mastercard
American Express
Discover
Many store-branded cards are also supported when issued through participating financial institutions.
Connected credit card accounts help you:
Track purchases and payments
Monitor balances and available credit
Review spending trends
Lines of Credit
Lines of credit include:
Personal lines of credit
Home Equity Lines of Credit (HELOC)
These accounts help track balances, available credit, and borrowing activity.
Investment Accounts
Brokerage Accounts
Brokerage accounts are used for taxable investments such as:
Stocks
Bonds
ETFs
Mutual funds
Many robo-advisor accounts are also supported.
IRA Accounts
Quicken supports both:
Traditional IRA accounts
Roth IRA accounts
These accounts help track retirement savings and investment growth.
401(k) and 403(b) Accounts
Employer-sponsored retirement accounts can include:
Current employer plans
Retirement accounts from previous employers
Health Savings Accounts (HSA)
Health Savings Accounts combine medical savings with investment opportunities and can be used to track healthcare-related spending and investments.
General Investment Accounts
Use a general investment account for investment accounts that do not fit standard retirement or brokerage categories.
Loan Accounts
Mortgage Loans
Mortgage accounts help track:
Home loan balances
Payment progress
Remaining payoff amounts
This can include:
Primary residences
Vacation homes
Investment properties
Auto Loans
Track financing for:
Cars
Trucks
Motorcycles
Recreational vehicles
Personal Loans
Personal loan accounts can include:
Bank-issued personal loans
Signature loans
Peer-to-peer lending loans
Student Loans
Track both:
Federal student loans
Private student loans
This is useful for monitoring balances and repayment progress across multiple loans.
Property and Asset Accounts
Real Estate
Track properties such as:
Homes
Condos
Land
Investment properties
Some property accounts may support automatic valuation updates through third-party services.
Vehicle Assets
Vehicle accounts help track the estimated value of:
Cars
Boats
RVs
Other vehicles
Values are typically updated manually.
Other Property and Assets
Use this account type for valuable assets that do not fit standard categories, such as:
Collectibles
Art
Jewelry
Business equipment
Precious metals
Manual Accounts
Manual accounts are available for nearly all account types and are useful when automatic connections are unavailable or not preferred.
Common examples include:
Smaller regional banks or credit unions
International accounts
Cryptocurrency wallets
Cash-value insurance policies
Offline business accounts
Collectibles or specialty assets
Manual accounts allow you to enter balances and transactions yourself while still including those accounts in your overall financial picture.
Important Account Type Considerations
Investment Account Changes
After setup, investment accounts can typically only be changed to other investment-related account types. Choosing the correct account type during setup helps ensure accurate reporting and tracking.
Credit Card Accounts
Authorized user credit cards may appear under the primary account holder rather than as separate accounts, depending on how the financial institution provides data.
Loan Account Details
Some loan providers may only share balance information rather than full payment breakdowns. In those cases, payments may still appear through your connected checking account transactions.
Choosing Which Accounts to Add First
When getting started, it’s usually best to connect your most active accounts first, such as:
Primary checking and savings accounts
Credit cards used regularly
Main business accounts
Frequently used investment accounts
You can always add additional accounts later as your financial needs change.