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If you want to download transactions into Quicken, enter the name of your bank, brokerage, or credit card company and click Next.

If you don't want to download transactions into Quicken, select I want to enter my transactions manually and click Next. This option means that you will need to update your account transactions by hand.

Enter the name you want to use to refer to the account in Quicken. This name will appear in reports, and in the Quicken interface.

If you are using Quicken Home, Business & Rental Property, choose the primary use of the account: Personal (which is the default), Business, or Rental Property. Your selection determines where in the Quicken interface (on which tab) the account appears. You can change this from the Account List later if you wish. the account appears. You can change this from the Account List later if you wish.

If you know the ending date and balance

Enter the appropriate date and balance from your statement, and then click Done.

If you don't know the ending date and balance

Leave the settings as they are (today's date, with a zero balance), and then click Done.

The new account will be added with an opening balance of $0.00, as of today. You

can edit the opening balance later.

The following options are not available for every account. The connection methods you see in the wizard will be customized to your financial institution and the account you are setting up.

Express Web Connect (Free)

Express Web Connect provides an integrated way to update transactions and account balances for financial institutions that do not currently connect directly to Quicken. With Express Web Connect, you can use One Step Update to update multiple accounts, and you no longer have to go to a financial institution's website to retrieve transactions.

Direct Connect (Fees may apply)

Direct Connect is a service some banks use to connect to Quicken. You will know if you have Direct Connect if you specifically signed up for it and/or your bank sent you a special user ID and password to use with Quicken. Some financial institutions require Direct Connect to use services such as bill pay, or transfers via Quicken.

Web Connect (Free)

Many financial institutions offering Web banking also let you download your Web transactions into Quicken. If you already have a password, and if the website displays the Quicken logo or a button or link that says Download to Quicken, this means that your financial institution supports the Web Connect protocol for downloading and importing transactions into Quicken.

1. Next to Who owns this IRA? select either yourself or your spouse.
2. Next to IRA Type select:
   • Traditional IRA
   • Roth IRA
   • Coverdell ESA
   • Keogh plan
   • SEP IRA
   • SIMPLE IRA

1. Enter a name for this account.
   

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1. Account names usually appear in alphabetical order in Quicken. If you and your spouse both have a 401(k) account, or you have 401(k) accounts from previous employers, begin each account name with something similar, such as "401(k) for Terry" and "401(k) for Chris." This way, all your 401(k) accounts will appear next to each other in lists throughout Quicken.
2. Enter the ending date from your statement.

   Caution

   If you're entering information from your financial institution's website instead of from a paper statement, and if this date is today's date, then don't download transactions for this account until tomorrow. This is necessary to reconcile your Quicken account data with account data posted by your financial institution.

3. Enter the name of your employer and whether this is your current employer or a previous one.
4. Identify the owner of this account: you or your spouse.

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1. 
   Quicken uses this to assign the correct tax-related category to transactions.

1. In the Statement Date field, enter one of the following:
   • If you're entering this information from a statement, enter the statement ending date.
   • If you're entering this information from your financial institution's website, use the date the information was posted (usually today or yesterday).
2. In the Cash field, enter the cash balance in this account.

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1. 
   If your broker sweeps your cash balance into a money market fund, then the amount that is actually held in cash may be a very small amount—usually only equal to the amount of a recent dividend, security sale, or other transaction that resulted in a positive cash amount.
2. In the Money Market Fund field, enter the share balance for your money market fund security, if any.
   

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1. Your broker may call this a sweep fund. The cash balance and the sweep fund together make up your total cash balance. For example, if you have $200 in cash and $1,200 in shares of a money market fund, your total cash balance would be $1,400.

Do the following for each security you hold in this account:

1. In the Ticker field, enter the ticker symbol for the security. If you know the security ticker, Quicken will download the name for you.
   • If you don't know the ticker symbol, click Ticker Symbol Lookup.
   • If the security doesn't have a ticker symbol (for example, a proprietary security sold by your financial institution), enter a security name in the Security Name field.
   • Don't enter bonds on this page. When you're finished setting up securities, open the transaction list, click Enter Transaction, and then choose Bond Purchase.
2. When you've finished for each security, click Next.

Do the following for each security you hold in this account:

1. Enter the number of shares for each security you own. If this is a 401(k) account only, enter the number of shares and total market value. (If your financial institution doesn't report the number of shares, you can enter the market value.)
2. Select the appropriate security type: Stock, Mutual Fund, or Other.
3. Click Next.

Review the information you entered on the previous pages. If you need to change anything, click Back.