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Quicken Community / Forums / Quicken Online--the Online Quicken product / Setting up accounts /
How do I add an account not associated with a financial institution? I am
Jan 07, 2008 03:00 pm

[Matt_R]
Matt_R

Total posts: 3
This post is about: Quicken Online 2008
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.
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[joyful3]

Total posts: 3
This is a new post #105
of 134 		How do I add an account not associated with a financial institution? I am
Apr 13, 2009 11:08 am 
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This post is about: Quicken Online 2008
Replying to: barronernst (Jan 11, 2008 8:52 am)
Want to add a second cash account. My wife and I have different spending habits; would like to be able to track both. I could not figure out a way to add the second account. Is is possible?

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  • Quicken_Jan (Apr 14, 2009 1:22 pm)



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    [Quicken_Jan]
    Intuit Employee
    California
    Total posts: 56
    Voted helpful: 11
    Number of years using Quicken: 10+ years
    This is a new post #106
    of 134         		How do I add an account not associated with a financial institution? I am
    Apr 14, 2009 12:22 pm 
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    This post is about: Quicken Online 2008
    Replying to: joyful3 (Apr 13, 2009 12:08 pm)
    Unfortunately no, you can't add a second cash account. Depending on how you manage your finances, you might consider creating another Quicken Online account for your spouse.

    Another possibility is to create separate categories for the areas you are interested in. For instance, you could create a category Dining -- Husband and another one Dining -- Wife if you want to be able to track each of your spending separately.

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    [Vic_S]

    Total posts: 5
    Quicken Online
    Windows XP
    This is a new post #107
    of 134         		How do I add an account not associated with a financial institution? I am
    Apr 16, 2009 06:25 am 
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    This post is about: Quicken Online 2008
    The community I live in has a golf club/restaurant that allows you to sign for items/meals and they bill you monthly. If I had the ability to have this as a cash account which I could manage manually, it would help. Right now I can only put the expenses in when I get billed and I have to manually break down the bill to get them in the proper categories.

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    [sandra.jones]

    Total posts: 1
    This is a new post #108
    of 134         		How do I add an account not associated with a financial institution? I am
    Apr 17, 2009 06:14 am 
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    This post is about: Quicken Online 2008
    I'm having a hard time submit my bank address which is State Service Credit Union 10 North Senate Ave Rm #SE 101 Indianapolis, IN 46204
    e-mail is www.smsCreditunion.org

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  • Gandydancer (Apr 23, 2009 4:17 am)



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    [Gandydancer]
    California
    Total posts: 2
    This is a new post #109
    of 134         		How do I add an account not associated with a financial institution? I am
    Apr 23, 2009 03:17 am 
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    This post is about: Quicken Online 2008
    Replying to: sandra.jones (Apr 17, 2009 7:14 am)
    Without the ability to add accounts that QO can't download the aggregattion tools are pointless.

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    [busstop]

    Total posts: 1
    This is a new post #110
    of 134         		How do I add an account not associated with a financial institution? I am
    May 01, 2009 04:01 am 
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    This post is about: Quicken Online 2008
    Please add Vanguard and lincolninvestment.com

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    [chascovington]

    Total posts: 1
    This is a new post #111
    of 134         		How do I add an account not associated with a financial institution? I am
    Jun 01, 2009 04:04 am 
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    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.

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    [Steve24s]

    Total posts: 1
    This is a new post #112
    of 134         		How do I add an account not associated with a financial institution? I am
    Jun 24, 2009 03:18 pm 
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    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.

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    [zipzon]

    Total posts: 1
    This is a new post #113
    of 134         		How do I add an account not associated with a financial institution? I am
    Jul 08, 2009 02:47 am 
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    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.

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    [Flick]

    Total posts: 2
    This is a new post #114
    of 134         		How do I add an account not associated with a financial institution? I am
    Jul 11, 2009 11:14 am 
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    This post is about: Quicken Online 2008
    +1 for adding cash tracking. None of the online services I'm looking into as Microsoft Money replacements seem to offer this basic feature...

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    [jnine58]
    Pennsylvania
    Total posts: 1
    This is a new post #115
    of 134         		How do I add an account not associated with a financial institution? I am
    Jul 19, 2009 05:37 am 
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    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).

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    [davidroldan01]

    Total posts: 1
    This is a new post #116
    of 134         		How do I add an account not associated with a financial institution? I am
    Aug 06, 2009 11:23 am 
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    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...

    : )

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    [richarpt]

    Total posts: 7
    Voted helpful: 1
    This is a new post #117
    of 134         		How do I add an account not associated with a financial institution? I am
    Aug 06, 2009 12:14 pm 
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    This post is about: Quicken Online 2008
    Replying to: North_by_Northwest (Mar 31, 2008 8:59 am)
    Your ridged system does not work with alias e-mail accounts and all of my replies are bounced.

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    [ditan225]

    Total posts: 1
    This is a new post #118
    of 134         		How do I add an account not associated with a financial institution? I am
    Aug 09, 2009 04:24 pm 
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    This post is about: Quicken Online 2008
    www.mint.com offers an opportunity to add assets. It's free

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    [kargelc]
    Arizona
    Total posts: 2
    This is a new post #119
    of 134         		How do I add an account not associated with a financial institution? I am
    Aug 21, 2009 01:09 pm 
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    This post is about: Quicken Online 2008
    Replying to: barronernst (Jan 11, 2008 8:52 am)
    I would like to be able to add personal loans that i want to track payments on.

    For example, I borrowed $300 dollars from a friend and am paying her back slowly. I owe my grandmother $4,000. I owe my dad $700.

    It would be great to add these debts to my quicken online account and track the payments I am making to my loved ones.

    Thanks!!

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    [mkmeans]

    Total posts: 1
    This is a new post #120
    of 134         		How do I add an account not associated with a financial institution? I am
    Aug 24, 2009 12:21 pm 
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    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.

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  • kargelc (Aug 24, 2009 7:30 pm)



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    [kargelc]
    Arizona
    Total posts: 2
    This is a new post #121
    of 134         		How do I add an account not associated with a financial institution? I am
    Aug 24, 2009 06:30 pm 
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    This post is about: Quicken Online 2008
    Replying to: mkmeans (Aug 24, 2009 1:21 pm)
    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.

    does this help?

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    [zobtraffic]

    Total posts: 2
    This is a new post #122
    of 134         		How do I add an account not associated with a financial institution? I am
    Aug 31, 2009 11:38 am 
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    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.

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    [boggin828]

    Total posts: 1
    This is a new post #123
    of 134         		How do I add an account not associated with a financial institution? I am
    Sep 22, 2009 06:17 pm 
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    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.

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    [15202]

    Total posts: 1
    This is a new post #124
    of 134         		How do I add an account not associated with a financial institution? I am
    Sep 29, 2009 07:59 am 
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    This post is about: Quicken Online 2008
    EE bonds

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    [blake30193]
    California
    Total posts: 1
    This is a new post #125
    of 134         		How do I add an account not associated with a financial institution? I am
    Oct 24, 2009 10:54 am 
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    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.

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    [steveteresa]

    Total posts: 1
    This is a new post #126
    of 134         		How do I add an account not associated with a financial institution? I am
    Oct 24, 2009 12:55 pm 
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    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.

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    [Digees]

    Total posts: 1
    This is a new post #127
    of 134         		How do I add an account not associated with a financial institution? I am
    Nov 01, 2009 12:51 pm 
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    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.

    Thank you

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    [psychoboy]

    Total posts: 1
    This is a new post #128
    of 134         		How do I add an account not associated with a financial institution? I am
    Nov 09, 2009 09:39 am 
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    This post is about: Quicken Online 2008
    I, too, need to be able to add accounts not associated with financial institutions and will have to dump Quicken Online if I can't

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    [lmarinka]

    Total posts: 1
    This is a new post #129
    of 134         		How do I add an account not associated with a financial institution? I am
    Nov 18, 2009 02:18 am 
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    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.

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  • jthompsonic (Nov 20, 2009 1:17 pm)



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