How to Add a Petty Cash Account in Quicken 2015

By Stephen L. Nelson

To set up a cash account — an account for “pocket money” — in Quicken 2015, you follow roughly the same steps as you do for setting up a bank account:

1Display the Quicken home page.

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

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

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

3Set up a cash account.

You can guess how to do this, can’t you? You indicate that 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, such as cash or pocket money. And you need to provide a starting balance value using the faithful, familiar Add Account dialog box.

4Click Next and then click Done.

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