Question: What if I get stuck while I'm setting up an account in Quicken?
Is it difficult to set up Quicken accounts? Not to worry, Quicken walks you through setting up your financial accounts.
Answer:
- Start setting up a Quicken Account by clicking on Tools/Account List.
- Click on Add Account on the top right of your account list.
- From here, Quicken takes you through a series of steps to set up Quicken accounts. If you are not sure of what you need to do in each step of the wizard, click on Help. Quicken will then give you more information to assist you to set up Quicken accounts.

