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titleWhat type of account do you want to add?

Select the type of account you would like to add to Quicken. If you need help deciding, here is some great information to help you decide.

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titleWhat 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.

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titleWhat 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).

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titleWhy 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
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titleWhat 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.

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titleSelect 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.

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titleWhat is the statement ending date and balance?

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.

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titleWhich connection method should be used?

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.

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