Adding an online account
When you add a new account, Quicken adds it to the Account List (choose Tools menu > Account List). In most cases, you'll want to add all your accounts in to the same Quicken data file, so that you can track all your finances in one place.
- Click the Add Account icon Select Add Account
Image Added on the top right of the the Account Bar. - Click a Spending & Saving account type, such as Checking, Savings, or Credit Card.
- Follow the on-screen instructions.
- Enter the name of your financial institution. This can be the name of your bank, credit card company, brokerage, or other online institution. As you type in the name, you will see a list of related institutions below, You can choose yours at any time.
- Select Next.
- If requested, choose the type of connection method Quicken should use. Unless instructed by your bank to do otherwise, choose Express Connect, then select Next.
- Enter your online account information. This is the same information you use to log in to your financial institutions web site.
If you have never set up an online account with your financial institution, you will need to do this before accessing the account though Quicken. - Select Next.
- Quicken will access you online account and display a list of one or more financial accounts you can add to Quicken. From this screen you can:
- Enter a nickname for the account. This is often better than the default name.
- Designate an account as Personal or Business.
- Add Account to Quicken or Ignore in Quicken. If you ignore an account it will not be added or tracked.
- Select Next. Your accounts are now added.
- To add additional accounts, select Add Another Account, otherwise select Finish.
Adding an offline account
I your financial institution cannot be accessed online, or if you prefer to enter information manually,
Simple Setup wizard
As you move through the account setup process, you may not see all the pages described below—these depend on the type of account you are adding and how much information Quicken can download from your financial institution. Click a link below for more information.
Enter the name of your financial institution. This can be the name of your bank, credit card company, brokerage, or other online institution. If you do not wish to access an online account, or if one is not available,
- What type of account do you want to add?
- What is the name of your bank or brokerage?
If your bank or brokerage is listed on the screen, click it.
If your bank or brokerage is not listed on the screen, start typing its name. After you type a few characters Quicken displays a list of possible matches. If you see what you are looking for, go ahead and click the name of your bank or brokerage. If you don't see what you are looking for, click Back and try again.
- What if I can't find it in the list, or I want to enter transactions manually?
If you've tried a couple of times and you can't find your bank or brokerage in the list, or if you want to enter your transactions manually, click Advanced Setup and then choose I want to enter my transactions manually. You can always activate it to download transactions or send payments later on (if your financial institution supports bill pay).
- Why does Quicken want to know my bank name?
Quicken needs to know your bank or brokerage name to find out if it can download transactions for you.
Downloading transactions will:
- Save you from manually entering your data
- Ensure data accuracy
- Help you detect invalid or fraudulent transactions
- What if I don't enter the name of my bank?
If you don't enter the name of your bank or brokerage, Quicken won't be able to download transactions for you. You will therefore have to manually enter your transactions into Quicken.
- Select a currency for the account (Optional)
If you have set up Quicken to track multiple
currencies, select one from the list. If you decide you need to change the currency for the account, you can do so only if you haven't entered any transactions except the opening balance.
- What is your user ID and password?
Quicken needs this information so it can download your account information. For most banks and brokerages, you can use the same user ID and password you use to log in to their website. If you don't have a user ID and password right now, add the account manually. You can always activate it to update transactions or send payments later on.
- What is a user name?
It may be an account number or some other number assigned by your bank or brokerage. It may also be the user ID you use to log in to their website.
- Can I use the password for my bank website?
Yes. If you entered the user ID that you use to log in to your bank or brokerage website in the user ID field, then enter the website password as well.
- Did you receive "Direct Connect" instructions from your bank or brokerage?
Direct Connect is a service some banks and brokerages use to connect to Quicken. You will know if you have Direct Connect if you specifically signed up for it and/or your bank or brokerage sent you a special user ID and password to use with Quicken. If so, use your Direct Connect login information on this screen.
If you did not receive special login instructions, use your website user ID and password here.
If you are not sure what to do, use the user ID and password you would use to log in to your bank's website.
- Can I see my password while entering the user ID and password?
Yes. To see the password while adding an account, select the Show Characters box to the right of the password box.
- What happens if I save my password?
Your password will be saved in the Quicken Password Vault.
Quicken's Password Vault is a secure and convenient way to store multiple financial institution passwords that you can then access with a single master password.
- You can open the Password Vault to add, remove, or change stored passwords at any time.
- When the Password Vault was developed, it went through a rigorous security review.
- The Password Vault uses industry-standard encryption to save your passwords, and it is careful to remove them from memory when they are no longer being used.
- What is the account type or branch?
Sometimes Quicken needs more information to determine what type of account you have, or at what branch the account resides at before it can access it. If you are not sure, here are some tips that may help you:
Account Type
If different types of accounts are shown, such as checking, savings, or credit card, choose the account type that applies to you.
State or Location
Some banks and brokerages use a state or region to classify accounts. If you see your state listed, this is probably the option to select.
Bank Mergers
Did your local bank or credit union merge with a larger bank? If you see your old or pre-merger bank name listed, this is probably the option to select.
Having trouble? Contact your bank or brokerage for instructions.
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