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Set Up Quicken Medical Expense Manager

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Add Insurance Information
Set Up Quicken Medical Expense Manager
Next, you will add insurance information such as company name and type of insurance. You can enter more information specific to each insurance company later. Do not enter Flexible Spending Accounts under insurance.

If you have one insurance company that handles more than one type of claim, medical and vision for example, you need to enter the insurance company name for both types of insurance. Just add some designation to keep the two separate, for example, AllWell-Med and AllWell-Vis. Click Next.

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