Like most people who buy Quicken, you may seek help: the acceptance of credit cards, checking account statements, and pension plans. Tracking Overdraft Protection and Home Equity Loan If you have overdraft protection for your checking account or you want to track a home equity line of credit (HELOC), Quicken credit card account's type according to the bill. Both features act like a financial credit card accounts, credit limits, minimum payments, and interest charged on credit balances. When you make a credit card account for overdraft protection or HELOC, filling fields with zero and Opening Balance Credit Limit field with the maximum amount of credit that you receive from your bank. Then, when you withdraw the money, noting that the transaction in Quicken credit card account register. Investment Accounts Move to New Broker If you decide to move one of your investment account to a different broker, to update your account in Quicken is easy compared to the real world. If you move the entire account to a new financial institution, you have to do in Quicken is changing the name and account number of investment accounts. In the real world, the credit card company cashes the check and credit your account with payment. In Quicken, check transfer money from your checking account and to reduce the balance on your credit card account. (The same applies for your check deposits into your money market account: it transfers money from your checking account to your account Quicken Quicken financial markets.) Instead of recording two separate transactions (one in your account and one on your credit card or money market account), you can save time by recording only the check and then turn it into a transfer. Transformation of a check to a transfer that is easy: When you record a check in Quicken, in the Category, simply select the appropriate account - such as credit card or money market account - not a category such as food materials or natural gas.