As previously stated, it is highly beneficial to use the Internet to add your Cash Flow Accounts. When entered into Quicken, the Cash Flow Account will have information on all of the bank and credit card accounts, used for businesses purposes. By keeping track of the money in your business bank account, then it is easy to see where money is being spent or made.
Depending on the financial institution that you bank with, it might not always be possible to add your Cash Flow Account easily. If your banking institution does not offer the express method of adding your accounts to Quicken, then it might be necessary to manually add your bank accounts.
To do so is a simple process that has been written for you in a step-by-step manner.
1. First you will need to go to the Cash Flow button located in Quicken.
2. From there, press the button to enter into the Cash Flow Center.
3. Next press the My Data button, and this will allow you to see the information for your savings account.
4. From this point onwards, choose Add Account.
5. Under the Add Account area, type in the name of your banking institution, and the computer will require you to press Next to proceed to another page.
6. This is where things deviate from the normal express method. At this point, it will be necessary to choose Manual, and you will again be prompted to continue to the next page.
7. A dialog box will open giving you information on the process of using the Internet to manually setup your Cash Flow Account.
8. You will need to select the type of account, for example, Savings, and then press Next to continue onwards.
9. As in the express method, Quicken will ask you to choose a name for the account.
10. After a name is inputted, it will also be necessary to add in the date of your bank's statement, and also the ending balance at the time of creating the Cash Flow Account.
Just as in the express method, the Quicken software will display a summary of all the information you have input, and all you have to do is click "Done" to accept it.
