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1. At the top of the sidebar, click +, and then select the type of account that you want to create.
   
   
   • You can also choose from the Quicken top menu Accounts > New, and then select the type of account you want to createAdd Account.

2. Enter the name of your financial institution in the Search field, select it from the list, and click Continue.

   
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   title Offline Account
   You may choose to add an offline account. The option appears at the bottom of the Add Account screen. An offline account does not communicate with your financial institution. You will be responsible for entering your transactions. This is the best option if your account is not available online through Quicken, or if you prefer to maintain your account manually.

   
   
   • Some financial institutions offer multiple options to choose from. Use the name and the information on the right panel of the search results to find the correct institution.
   • Sometimes there will be an option that includes the word "Quicken" in the name. (For example: "Bank of America - Quicken"). This is often the best choice.
3. Follow the on-screen instructions to set up your account. If prompted for a username and password, enter the username and password you use to sign in to your account on your financial institution's website. This will allow Quicken to connect to your bank so you can download your transactions directly.Some financial institutions, such as Chase, may have special instructions.
   • Quicken supports downloads with over 13,000 financial institutions. If you can't find your bank on the list, try these two steps:
     1. Click My bank is not in the list in the Add Account window, and then click the Refresh button on the "My bank is not in the list" message. Quicken will update its list of supported financial institutions. Next, click Check list again, and try once more to find your bank in the list of supported institutions.
     2. If your bank still does not appear in the list, you can still create an account in Quicken, but you won't be able to download transactions into it. Instead, you will need to enter your transactions manually. To set up a manual account, click My bank is not in the list in the Add Account window, and then click Add Manual Account.
4. After you enter your financial institution user name and passwordinformation, Quicken will contact your bank and return a list of all your accounts at that institution which are available for download. Review this list, verify the account types, set account nicknames (optional), and make sure the Action menu next to each account name says Add.You can further customize your account setup on this screen:

Set an account nickname

In the last column, you can edit the account nickname. This is the name used in Quicken and does not affect the account at your financial institution. For example, if the name listed is "Checking-XXXX123" you could change it to "Family Checking" or any name you like.

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