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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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[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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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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    [jthompsonic]
    Georgia
    Total posts: 1
    This is a new post #130
    of 134         		How do I add an account not associated with a financial institution? I am
    Nov 20, 2009 12:17 pm 
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    This post is about: Quicken Online 2008
    Replying to: lmarinka (Nov 18, 2009 3:18 am)
    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.

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    [DJLee]

    Total posts: 2
    This is a new post #131
    of 134         		How do I add an account not associated with a financial institution? I am
    Nov 22, 2009 07:25 pm 
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    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.

    --DJ

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    [specgirl63]

    Total posts: 1
    This is a new post #132
    of 134         		How do I add an account not associated with a financial institution? I am
    Nov 30, 2009 11:28 pm 
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    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.

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    [vickyp]

    Total posts: 2
    This is a new post #133
    of 134         		How do I add an account not associated with a financial institution? I am
    Dec 08, 2009 05:44 am 
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    This post is about: Quicken Online 2008
    A question not an answer. How do I account for the portion of my paycheck that goes towards retirement and medical insurance??

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