How do I add an account not associated with a financial institution? I am on the "Add a New Account" page, but this doesn't seem to be an option. There are only a list of bank names sorted alphabetically. The online help states "choose 'This account is not held at a financial institution', and then click Next." I can't find that option anywhere. Can anyone help??!! Thanks in advance.
How do I add an account not associated with a financial institution? I am Jun 01, 2009 04:04 am
This post is about: Quicken Online 2008
I need to be able to include non-financial institution information. I thought when I started this that I would be able to mirror what I have in my Quicken accounts on my computer. This is not acceptable.
How do I add an account not associated with a financial institution? I am Jun 24, 2009 03:18 pm
This post is about: Quicken Online 2008
Its been a year and Quicken has yet to add cash accounts or the ability to add accounts quicken does not support from their list. I sent the suggestion a year ago to add the account for a loan I have for a Nissan and the financial institution has yet to be added a year later. Quicken Online is worthless without this.
How do I add an account not associated with a financial institution? I am Jul 08, 2009 02:47 am
This post is about: Quicken Online 2008
I'm not stay at america.I'm seem no way to use quicken online since it must associate with financial institution. I don't have account with america financial institution.
How do I add an account not associated with a financial institution? I am Jul 19, 2009 05:37 am
This post is about: Quicken Online 2008
I would like to track my financial portfolio using Quicken Online. In order to do that I will need to add more than one cash account and assets (not associated with banks).
How do I add an account not associated with a financial institution? I am Aug 06, 2009 11:23 am
This post is about: Quicken Online 2008
Dear quicken team,
If you are not solving the "add accounts not related to supported financial institutions" issue and if you just won´t give us any clue if this is going to happen sometime soon... could you at least recommend one of your competitors that does have the feature?... i´d appreciate it...
How do I add an account not associated with a financial institution? I am Aug 24, 2009 12:21 pm
This post is about: Quicken Online 2008
From what I'm reading, I cannot add an account that's not with my bank. That is insane. Isn't this supposed to be a budgeting program? I thought so. But I can't add credit cards, utility payments, or things like the cable bill or my weekly spending on gas for the car. Very disappointing.
You can add most credit cards because they are associated with known financial institutions.
I add bills and spending i want to track through "upcoming transactions" in the checking/credit card accounts that i CAN include.i can account for one-time transactions, such as money i'm planning on spending for a friends' birthday, OR i can put a repeating transaction such as a utility bill or other payment. when i do this, my planned spending is included in the "goals" section, so i can budget better.
How do I add an account not associated with a financial institution? I am Aug 31, 2009 11:38 am
This post is about: Quicken Online 2008
I have a personal loan with my father that I make payments on every two weeks. It would be great if Quicken would allow my to enter the balence owed and update it after I have made a payment.
How do I add an account not associated with a financial institution? I am Sep 22, 2009 06:17 pm
This post is about: Quicken Online 2008
I have to put in my two cents on this one too. I have a couple accounts that are through FI, but they do not offer online services. I would like to be able to track those accounts without having to log in to online services. I have a mortgage through a private lender, that I cannot track using this software, and a credit card that does not have internet services.
I find it very annoying that Quicken would not have this option available.
How do I add an account not associated with a financial institution? I am Oct 24, 2009 10:54 am
This post is about: Quicken Online 2008
From the replies, I am assuming that Quicken Online does not currently support more than one cash account. Like many of you, I hope that it someday will, but here is how I get past the problem of keeping track of what you owe your friends:
Google Docs. Make a category that called "receivables" or something like that, and then match that category to a google doc which will spell out the inflows and outflows by person. It's complicated and annoying, which is why we'll be glad when Quicken adds this feature. Still, if you're like me and you want to be able to keep track of these things as part of your overall financial system, this will allow you to utilize the benefits of Quicken online while minimizing the downside.
How do I add an account not associated with a financial institution? I am Oct 24, 2009 12:55 pm
This post is about: Quicken Online 2008
This is absurd. This product is not ready for market. They should tell people they don't have this most basic of features before enticing people to waste hours setting up on on-line Quicken account that would be of NO USE WHATSOEVER.
How do I add an account not associated with a financial institution? I am Nov 01, 2009 12:51 pm
This post is about: Quicken Online 2008
I also would like to track my cash spending - there are various reasons - like I am temporarily overseas and I want to track in a different currency. Or I just want to track certain expenses regardless of where i pull the money from.
How do I add an account not associated with a financial institution? I am Nov 18, 2009 02:18 am
This post is about: Quicken Online 2008
Someone really needs to think this through. I have closed an account that I still owe money too. Since I have closed the account I am no longer able to use their online services, but I am still paying off this credit card. It seems like it should be a simple process to just add an account manually and see no reason that Quicken Online would deny us this option.
I agree. I have the exact same problem. The Credit Card Account is closed and the Bank won't allow me to re-open or even open another account. So now I'm forced to put this in the Cash Account and foregoe tracking cash (Hack!). Please add the ability to add non-bank accounts.
How do I add an account not associated with a financial institution? I am Nov 22, 2009 07:25 pm
This post is about: Quicken Online 2008
Is anybody using the My Wallet account? It is not associated with any financial institution and that is where I enter my CASH transactions! It works great on the iPhone!
What I need now is to duplicate the My Wallet account so more than one person can make cash entries from their iPhone and I can tell who made the entries.
How do I add an account not associated with a financial institution? I am Nov 30, 2009 11:28 pm
This post is about: Quicken Online 2008
I cannot believe that I have spent the past couple of days entering and changing info in Quicken 2010 only to find out that I can add a non-financial institution account (like a cash account for my wife). What the heck are you guys thinking? Looks like I will be asking for my money back. Too bad.... actually started to like it.
How do I add an account not associated with a financial institution? I am Mar 08, 2010 12:50 pm
This post is about: Quicken Online 2008
You can add me to the long long list of people wanting non-FI based accounts! ... I have many credit/debt (AP) accounts which I am making payments on (Such as Rent-A-Center) Which I would love to track ... I also have a few friends to whom I have loaned money, and receive payments from (AR) ... Right now I am having to keep these in spreadsheets... I started using this service so I could get away from the spreadsheets tho >.> ... Maybe I need to be looking at the business version, although I am certainly not a business.