UI reference · Web

Adding an account (brokerage) in Quicken

6 screens · Quicken

Added to Refcat Oct 16, 2026

Every screen in order

Patterns

Empty StateHome

Explore real product flows

Onboarding flow in Quicken

Dashboard flow in Quicken

Setting up account flow in Quicken

Setting up account

Creating a transaction flow in Quicken

Creating a transaction

Filtering transactions flow in Quicken

Filtering transactions

Reordering dashboard flow in Quicken

Reordering dashboard

Transactions flow in Quicken

Importing data flow in Quicken

Onboarding flow in Quicken

Filtering transactions flow in Quicken

Filtering transactions

Spending plan flow in Quicken

Filtering bills & payments flow in Quicken

Filtering bills & payments

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