Using Quicken without linking accounts

Robnjay

I’m working with an elderly woman who was using a very old version of Quicken until her computer crashed and she was forced to upgrade. Obviously, she was using it without linking to her checking accounts.

Now she is subscribed to Quicken Classic for Windows, and she doesn’t want to link her accounts.

Is there anyone else out there using Quicken (online version) that doesn’t link their checking accounts? I have questions:

1. How do you reconcile the accounts? Is there a manual way to tell Quicken that a check has cleared?
2. The fact that some important columns don’t show up in the register is a real hassle. I figured out how to add “Deposits”. Can I also add “Check Number” and “Check cleared” for manual entry?

Tom Young

"How do you reconcile the accounts? Is there a manual way to tell Quicken that a check has cleared?"

Yes, simply put a "c" in the Clr column for that check.

"The fact that some important columns don’t show up in the register is a real hassle. I figured out how to add “Deposits”. Can I also add “Check Number” and “Check cleared” for manual entry?

Something's wrong here. Right out of the box Quicken presents all the columns you'd normally need for most any type of Account, particularly bank Accounts and credit card Accounts. So a new checking Account looks like this:

Someone has been playing around either with "preferences" (Edit > Preferences…) or the Action icon (gearwheel in upper right hand corner) and changing things.

While you do need an internet connection to really use Quicken you certainly can run it entirely manually.