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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.
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We have found the following
This is a list of your accounts that Quicken has detected at your bank or brokerage.
Account Type
You may see various items in this list: Checking, Savings, Credit Card, Brokerage, IRA or Keogh plan, or 401(k). Choose one that best matches the purpose of your real-world account.
Add, Ignore, or Link
Quicken needs to know what you want to do with the accounts it has found. Keep in mind that you don't need to set up all of the accounts it finds; just the ones that you want to track in Quicken.
Choose Add to create a new Quicken account in which to download your transactions. If you are new to Quicken, this is probably the option that you want.
Choose Link to download your transactions into an existing Quicken account. If you have previously set up the account in Quicken, but are not yet downloading transactions into it, this is probably the option you want.
Choose Ignore to disregard one of the accounts that Quicken has found. No account will be created, and transactions for that account will not be downloaded into Quicken.
Nickname (Optional)
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 don't enter a nickname, Quicken will use the name provided by your financial institution for the account.
Used mostly for
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.
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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.
Which connection method should be used?
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