How To View An Existing Account In Quicken

Applies to:
Business
Deluxe
Premier
Starter
Updated: March, 29 2024 12:33AM
đź‘Ť   people found this helpful

Open an account from the Account Bar

  1. In the Account Bar list, click the account that you want to open.
  2. If necessary, click an account tab to go to the area of the account you want to work with. For example:
    • Register tab or Transaction tab to enter or edit transactions
    • Overview tab or Summary tab to view or edit account information

Open an account from the Account List

  1. Choose Tools menu > Account List.
  2. Double-click the account you want to open.
  3. If necessary, click an account tab to go to the area of the account you want to work with. For example:
    • Register tab or Transaction tab to enter or edit transactions
    • Overview tab or Summary tab to view or edit account information

If you need to change settings for your register (such as changing the color, viewing in Two-line display, etc) you can find that in How do I customize my register?

If you need to delete an account, you can find steps here.

Article ID: GEN82279

Agent Notes

In This Article

    Welcome! âś–

    Still need help? Contact Us

    Or Contact Us:
    Product Support
    For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
    For Sales & Renewals, or if you're having trouble signing in: