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In the Name your account field, enter a name for the account.Tell me about the account nameThe name you type will appear throughout Quicken to distinguish this account from others. Use any combination of letters, numbers, spaces, and other characters except these: [ (left bracket), ] (right bracket), / (slash), : (colon), | (bar), ^ (caret).
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Enter the ending date for the statement, and the balance.If you are entering information from a paper statement, enter the statement ending date and the statement ending balance.If you are entering information from your financial institution's website, enter the date your account information was posted on the website (usually today or yesterday) and enter the website's balance.
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Click Next Step.