Get This Guide Includes The Following Sections Creating A New Quicken Account, Page 2--Explains How To

Possible Causes. The account you are attempting to add has already been created in Quicken, although the account is set to hidden. Duplicate accounts cannot be added. There is damage to the online settings portion of your Quicken data file.

To add accounts (such as checking, savings, and credit cards): At the top of the Account Bar, click the + (plus sign) button. Type in the name of your financial institution. Select your financial institution from the results list and click Next. Follow the on-screen instructions. Click Help for more information.

In Quicken, you would setup two connections - one for the joint accounts (that you apparently have already setup) and a second - using a connection for just your accounts. During Quicken's one-step update, Quicken will connect first to one and then - as a separate connection - for the second user (your accounts).

From the Quicken Tools menu, choose Category List. Choose New Category, which is located at the upper right of the Category List window. Type in a Category Name and Description. Select if this is going to be an Income or Expense type, or if it will be a Subcategory of a broader parent category.

0:01 3:17 Quicken Classic for Windows - Adding accounts - YouTube YouTube Start of suggested clip End of suggested clip List. Next you will need to select your financial institution. You can search for it by typing inMoreList. Next you will need to select your financial institution. You can search for it by typing in the field. Or you can select one of the popular institutions listed.

Create a new Quicken data file Choose File menu > New Quicken File. Select New Quicken File. Click OK. In the File name field, enter the name of the new file. What are the rules for naming files? Don't use any of these characters: * ? ... Click OK. What happens next?

Accounts in Quicken represent the assets and liabilities you have in the real world. You should create a separate account for each of the accounts you have in real life (like your checking account, your savings account, your credit card, your 401(k), any brokerage accounts you have, and so forth).

Can I Erase My Data and Start Over? While Quicken Simplifi does not have a feature that will delete all of your data, categories and tags included, and start over, you can delete all of your accounts manually by: Hover over the left side panel and click Settings. Click Accounts.