Quicken Templates

The ACTEC Fiduciary Accounting Templates are specialized templates designed for use with Intuit’s Quicken software (excluding QuickBooks) to produce estate and trust accounting reports that conform to national fiduciary accounting standards. These templates, originally developed as part of a professional CLE program, are now available for sale and have been updated for compatibility with Quicken Deluxe versions 2018 through 2023.

The templates conform to the National Accounting Standards and Model Account Formats that were developed by the Committee on National Fiduciary Accounting Standards in 1975, and have been updated for compatibility with Quicken Deluxe versions 2019 through 2024. Users of older versions of Quicken 2012 to 2017 should upgrade to Quicken Deluxe Versions 2018 to 2024 before installing the templates.

Users of older versions of Quicken 2012 to 2017 should upgrade to Quicken Deluxe Versions 2018 to 2023 before installing the templates.

Technical Support for the ACTEC Quicken Fiduciary Accounting Template.

• ACTEC Quicken Fiduciary Accounting Templates User Manual 
• Frequently Asked Questions
• Technical Support: templates@actec.org

Please note that the Template for the Mac does NOT include Saved Reports which may be manually entered based on the scheme in the Manual.