Setting up cash accounts

  1. In Quicken, choose Accounts > New > Cash.

  2. Click Finish to add the account.

  3. Choose Transactions > New Transaction.

  4. Enter an opening balance transaction with the total amount of cash you have on hand today.

  5. (Optional) Click Save to enter the transaction.

    • You don't need to click Save to save the transaction—Quicken records the transaction automatically when you press Enter, move on to another task, or close the register.