Account Information

Feb
15th
2008

Filed Under Organization
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quicken_logo.jpgLet’s assume that you, as an average Quicken user, have several accounts that all have different account information that you want to keep in a single place. How do you effectively store the information and retain some form of privacy and security?For example, your “Cash Flow” accounts may have a checking and savings account and a credit card or two. Your “Investing” accounts may include a 401k, Roth, or brokerage accounts. And, your “Property and Debt” accounts would include a mortgage, car loan, student loan, and their associated asset accounts. All of these various account will probably be at different institutions and have different websites, usernames, and passwords for account access. As a precaution, I’d suggest keeping a record of the important account information in a separate, secure place.

To do this, enter the website, username, password, and any other pertinent information in the Comments section of the Account Details screen. This information won’t be visible unless you open up the Details screen. Do this for each account.

Once you’re complete, you can print the account information. To do this, open the Account List. At the top right of the screen there is an Options menu. You’ll want to select “Print Additional Information”. Then select the Print menu item. Your account information, along with the website information, will be printed in a nice report.

Take that report and keep it in a secure location. A fire-safe, relative, or other location can be used to keep your data secure, but also provide a backup in case your computer (and Quicken backup file) fail or are destroyed.

DK



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