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How to Add a Cash Account in Quicken 2012

To set up a cash account in Quicken 2012, you follow roughly the same steps as you do for setting up a bank account. Because you’ve probably already set up a bank account, you can move quickly through the following steps to set up a cash account:

  1. Display the Quicken home page.

    Click on the Home tab. Quicken displays the Quicken home page. You remember this puppy.

  2. Click the Add An Account button to set up a new account.

    Quicken, of course, is no fool, so it displays the Add Account dialog box. The Add An Account button appears in the lower-left corner of the window.

  3. Set up a cash account.

    You can guess how to do this, can’t you? You indicate you want to set up a cash account and then simply step through Quicken’s questions about the account you want to set up. You need to give the account a name, for example, such as cash or pocket money. And you need to provide a starting balance value using the faithful, familiar Add Account dialog box.

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  4. Click Next and then Done.

    When you finish describing the cash account, click Done. Quicken displays the new cash account in a register window.

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