Quicken Tip - Account Information
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Let’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.
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