Cash accounts can be used to managed actual cash, or as a general account for managing general transactions and paycheck deductions such as those used for Flexible Spending Accounts.
More Financial Software Quick Tips
- Open the Cash Flow Center:
- Click on Cash Flow at the very top of Quicken, then Cash Flow Center, or
- Click on Cash Flow Center in the left vertical Account Bar.
- If the My Data tab is not selected (top tab), click on it. You will see the Quicken data view with your accounts and scheduled transactions.
- In the Spending & Savings Accounts area, click Add Account.
- Follow the on-screen and select This Account is Not Held at a Financial Institution. Click Next.
- Click on Cash, then Next.
- Name your account and click next.
- Follow the remaining prompts to establish a current balance, if there is one. Click Done.
- The new cash account register will open and you will see your new account listed in the Cash Flow Center and in the Quicken Account Bar (if you have it enabled).
