Should I add all investment and other accounts for both me and my husband? (edited)

Debtfree2025$

I am new to Quicken. My husband and I share joint accounts. I want to make sure all accounts are reflected in Quicken. Should I enter all investments and other accounts for both of us? Thanks!

[edited for context]

Coach Natalie

@Debtfree2025$, thanks for posting your inquiry to the Community!

If the accounts are joint and you can access them all with your login credentials on the bank's website, you should be able to use your login credentials in Quicken Simplifi and have all the accounts discovered. When going through the Add Account flow, you will be presented with a list of accounts to add, which will help you ensure everything is there. Our help article here has the step-by-step process for adding connected accounts in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_518c0a0896

As for whether you should add all investment and other accounts, I'd say yes if your goal is to have a full financial picture. You can even add assets like a house value to offset a mortgage balance, or add your car value, etc. We have these articles on linking accounts to Kelley Blue Book and Zillow:

https://support.simplifi.quicken.com/en/articles/13172060-using-kelley-blue-book-to-track-automobile-values-on-the-web-app

https://support.simplifi.quicken.com/en/articles/9406300-using-zillow-to-track-real-estate-values

And if you need to add a manual account for any reason, those steps are available in the first article I shared above.

I hope this information helps you get started with adding your accounts!

SRC54

Just to give you another user's perspective:

I have my wife's IRA and mine and I am able to download transactions for both using our credentials. So it gives us our net worth. And as I am now taking distributions, that does add to our income.

lf you have accounts that don't do downloads, you can create manual investment accounts for those or just create an asset account if you simply need a dollar amount that you can update. This is what I did for my wife's state retirement income.

And by the way, welcome to the community!

https://community.simplifimoney.com/categories/introduce-yourself%21