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Detailed accounts info in Quicken Online

Pt. 5 of 10 | 1:50 |

Balancing the budget with Quicken Online


Friday November 13, 2009
The Accounts tab in Quicken Online allows you to see all of your money coming in, all of the money going out, see if a check was cashed or, heaven forbid, bounced. You can even categorize your transactions to allow Quicken Online's smarts to learn from you and automatically categorize transactions in the future.

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Show Notes

Create a free Quicken Online account.

- The Accounts tab give you a quick summary of your bank accounts.

- Your bank accounts are listed under Financial Institution.

- You can see the account name, it's abbreviated account number, and the last time it was updated.

- You can also see the account type, like "Checking".

- The current balance is shown.

- You can also elect to include the information in Trends. We recommend you do.

- Including this information in Trends will give you a more rounded picture of your finances.
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