Quicken Windows R57.26 How do I add an account to the Toolbar

SonOfEru
SonOfEru Quicken Windows Subscription Member ✭✭

I've had my accounts (2 checking accounts, 1 savings account, 1 credit card) as icons on the Toolbar, for years now (see screen shot below)

I just had occasion to open a new account, at the same bank, and I added it as an account in Quicken, but I can't add it to the Toolbar. It is not in the list of "Available toolbar buttons" on the left side of the Customize Toolbar dialog.

The older accounts were in the left side when I added them long ago. Why didn't the new account get listed as "Available"? Or is there any other way I can add it to the Toolbar, like through some other dialog?

[Edited - Removed Personal Information]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @SonOfEru,

    To assist with this issue, please provide more information. What kind of account are you trying to add to the toolbar? To add it, are you going to View>Customize Toolbar, then from the Available toolbar buttons section, add Use a Specific Account? Doing that should give you a dropdown that lets you select the account you're wanting to add to the toolbar. Is the account not displaying in that list?

    I look forward to your response!

    Quicken Kristina

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  • SonOfEru
    SonOfEru Quicken Windows Subscription Member ✭✭

    That was the trick! I looked up and down the list of available buttons and missed the one for Use a Specific Account. I followed that one to where I could add the new one.

    It's in!

    Many thanks

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 18

    It might be easier to remember which icon does what in the Quicken Toolbar if you enabled "Show icons and text" in the Customize Toolbar dialog.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad you were able to add the new account to your toolbar.

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

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