Quicken 2014 Essential Training
Illustration by Neil Webb

Quicken 2014 Essential Training

with Sally Norred

Video: Adding other spending and savings accounts

Once you have added your primary checking account to Click the Add an account button in the bottom of the Accounts bar.
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  1. 47s
    1. Welcome
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps

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Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Sally Norred

Adding other spending and savings accounts

Once you have added your primary checking account to Quicken, you will want to add any other spending or savings account that you have so you can keep track of all of your everyday financial transactions. Remember, spending and savings accounts are those accounts that you use for everyday transactions. These include bank accounts such as checking or savings accounts. Credit card or line of credit accounts, money market accounts or even cash accounts. To add an additional spending or savings account, start by expanding the Accounts bar. Click the Add an account button in the bottom of the Accounts bar.

In the Add account pop up window that appears, you'll see a list of four different types of spending and savings accounts: Checking, Credit card, Savings and Cash. If you have an additional checking account that you want to add beyond your primary checking account, click Checking. You may choose to do this if you and your spouse each have a checking account, or if you keep a separate checking account for a small business. Add your financial institution in the same way you added your first account. Search for your bank's name, enter your online user ID and password for your bank, and follow the prompts to connect and customize this additional checking account in Quicken.

Adding a savings account is a similar process. If you want to additional savings accounts, especially if they're a significant part of your next worth or emergency reserves, click the Savings button. You can also add any certificates of deposit or money market accounts that you hold under Savings Accounts. To add a savings account, click Savings on the Add Account pop up. Then follow the same procedure you use for adding a checking account. Keep in mind that if you hold more that one type of account at the bank you select, you may be prompted to add all the accounts at once. And it's fine to do this, as long as you haven't added these additional accounts previously.

To add a credit card account, from the Add Account pop-up, click Credit Card. Select or search for the financial institution that issues your credit card account. Jeanie has a credit card through Bank of America, so she'll click Bank of America. Once you've selected the name of the financial institution where your credit card is held, you'll be prompted to enter your credentials for the financial institution where you have your credit card account. Your credit card credentials are the username and password that you use in to log in to your credit card bank's website. If you've never created an online account for your credit card before, go to your credit card's website, and set that up before adding the account in Quicken.

Enter your log in credentials that you use for your credit card on that financial institution's website here. Check Save this password if you'd like Quicken to save this password to your Password vault. You must have set up your Password vault previously for this to work. Click the Connect button in the lower right corner of this Add credit card pop up window. You'll see activity on the screen that's showing the communication between Quicken and your bank account. This back and forth conversation means that your bank account is verifying your credentials, and Quicken is preparing to download your recent credit card transactions and current balance. This can take a minute or two to complete.

When the account has been added, the pop-up window will display the credit card account that was added and note how many days worth of transactions were downloaded. The number of days of transactions that Quicken downloads is determined by your financial institution. Most financial institutions provide 90 days of your most recent transactions. But this number can vary based on financial institution policy. Now let's try adding a cash account. By clicking the Add Another Account button at the bottom of this pop up screen. Now, a cash account is exactly what it sounds like, a place to keep track of any cash that you use for every day spending.

If you want to know where absolutely all your money goes, or if you need to track petty cash for your small business, add a Quicken cash account. If you do add a cash account, you can save time by tracking cash expenses only to the nearest dollar. To add a cash account, click Cash under Spending and Saving. First, Quicken will prompt you to give a nickname to the account. You can keep the default cash account name or you can revise it. We'll call this one Jeanie's cash account, and click Next. Enter the date you want to start tracking your cash, and the amount of cash that you currently have.

This amount will become the opening balance of your cash account. Remember, this is the actual cash that you have on hand, not the money you have in a checking or savings account. Click Next, and the pop up will show that the cash account was added. Click Finish, and Quicken will take you back to your homepage. Now that we've added all of our spending and savings accounts, let's give them some friendlier names in the Accounts bar, this'll make it easier for us to read the Accounts bar and remember which account is which. To do this, click the Manage Accounts tool button in the top right of the Accounts bar.

Click the Edit button next to the account name you want to edit. In the Account Name field, highlight the name of the account and change it to a friendlier name that's brief and easy to read in the Accounts bar. You can add any other optional information here as well. You can do this with all of your accounts and make it real easy to read. When you're done editing your account list, click Done. It's smart to add all of your significant checking, savings, credit card and cash accounts to Quicken. It will help Quicken give you a more accurate picture of your finances.

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