no option to add asset

Options

I'm using Quicken for Mac desktop ver 7.6.1. When I try to add an asset account, neither the + icon for "add accounts," nor the dropdown menu "Accounts" at top of screen, offers a choice to add an asset. Instead, both of them automatically go to the "search for your financial institution" pop-up window. According to other posters' screen grabs, "add accounts" should offer up a dropdown menu of choices consisting of checking, cash, savings, money market, credit card, line of credit, asset, liability, investments, and loans. Specifically, I'm trying to add a house as an asset, but there's no apparent way to do that without that dropdown menu. This doesn't seem to match other users' experiences. Appreciate any recommendations on fixing.

Best Answer

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
    Options

    @jke2 When you get to the "Search for your financial institution" screen, select the Offline Account option at the bottom.

    Quicken Mac subscription. Quicken user since 1990.

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
    Options

    @jke2 When you get to the "Search for your financial institution" screen, select the Offline Account option at the bottom.

    Quicken Mac subscription. Quicken user since 1990.