Enter starting point information

When you add an offline asset account in Quicken Classic for Windows, you'll be asked to enter the Date to start tracking and the Asset Value. This creates a starting balance for the account in your Quicken file.

What is the date to start tracking?

This is the date you want Quicken to begin tracking the asset. It becomes the starting point for the account register.

You can use one of the following:

The purchase date of the asset
The date of your most recent statement
The date of the last known appraised or estimated value
Today’s date, if you're starting from current value

Choose a date that reflects the moment you want to begin tracking the asset in Quicken.

What is the asset value?

This is the value of the asset as of the tracking start date. Quicken uses this value to create the opening balance for the account.

For cash or brokerage assets, use the balance from your most recent statement.
For real estate, vehicles, or other personal property, use the estimated market value, appraised value, or purchase amount—whichever best reflects the asset's worth on the start date.

Tip: You can select Enter Optional tax information if you want to include tax-related details. This step is optional and can be completed later.

After setup

Once you finish entering the date and value:

Quicken creates a starting balance transaction in the account register.
You can manually record appreciation, depreciation, or updates to the asset’s value over time.
You can return to Edit Account Details at any time to update the tax info or rename the account.