Quicken Tutorial: Quickly Learn The Specifics of The Account Bar & Account Types

In this video, I'll do another Quicken tutorial, this time focusing on the accounts bar. I just wanted to go over how Quicken organizes the accounts bar and the hierarchy of how it displays the accounts. I should say that this video is very specific to Quicken's home and business versions, though I believe it would ultimately make sense for most of the versions. I use some in business, so it's mostly about that, but I also discuss the different ways to label and organize the accounts in the account bar (i.e., is it a business account, a brokerage account, a real estate account, a personal account, etc.) and show you how to change those settings and sort of explain the whole bird's eye view of that. So I think it'll be useful for anyone just getting started, and we'd definitely like to clear up any mysteries related to the account bar.

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Joe DiSanto is not a licensed CPA or Attorney. The content on PlayLouder.com is for informational and educational purposes only and should not be construed as professional financial, tax or legal advice. Should you need such advice, consult a licensed attorney, tax, or financial advisor.