How to Change Account settings in Quicken
Quicken is a
money management system used for personal finance management, which was
developed by Quicken Inc. Quicken provides the best money management tool and
has been providing for the last three decades. If Quicken used online, then it
is free; otherwise, there would be a yearly charge. Quicken widely used for
tracking tenants, expenses, and payments, and you can even produce tax reports
with Quicken that makes it the best software in the market for money
management. It is a Rental Property Manager that you can download for your
desktop computers. There are several Quicken versions available in the market,
such as Quicken Starter, Quicken Deluxe, Quicken Premier, Quicken Home, and
Business. You will need a Quicken account to use Quicken.
You can easily set up Quicken Account:
Download the Quicken software from the official Quicken website. Now
open the software and go to Home tab from top of the Quicken window, Then hit
the Get started button in the See Where Your Money Goes window. Now Enter or
choose the name of the bank and then add your bank login information so that
you can set up the account. Finally, hit the Connect button.
There are many settings available
under the account settings menu that you can change any time you want. Just go
to the Tools menu and then hit the Account list option that is available there,
click the Edit button to change the settings.
To activate, deactivate, or reset the
online services click on the Quicken Online Services under the Account
Details dialog box.
·
To activate the online service
from your account.
·
To deactivate the online
services from your account.
·
To reset the connectivity of
your account.
·
To repair the connectivity of
your account.
Just click on the Display Options tab
if you want to hide or close your account.
If you want to change the Tax
information for the account, click on the Tax Schedule, and then you have to
Click OK to save the changes.
There are some settings that you
cannot change from your account:
·
You cannot edit the Financial
Institution name for any of the accounts used for online services.
·
Routing Number and Customer ID
cannot be changed once assigned to you for online services by Express Web
Connect.
Need to change any of the fields, you
need to deactivate online services from the account and make changes and then
reactivate the online services.
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