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Creating new accounts

You might want to create a new account in some situations:

• You are on a trip and use an account that you haven't transferred to your H/PC. Create a new account on your H/PC, and you can import the transactions into the existing account when you return.
• You are on a trip and set up a new account. When you return, use Quicken or Money to create a matching account and import the transactions into that account.

When you create a new account on your H/PC, there won't be any categories or subcategories in the pull-down lists. Category names you type will be added to the lists for future transactions.

To create a new account on your H/PC, follow these steps:

1. From the File menu, choose Open.
2. Type a name for the new account in the Open Account Database dialog and tap OK. You may also use this dialog to open any account that is already stored on your H/PC.