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- Click the Add Account
icon on the top right of the Account Bar.
Start typing the name of your financial institution, such as your bank or credit card provider. Quicken will filter the results based on what you type. When you see your financial institution in the panel below, select it and click Next.
Info For online accounts, Quicken finds accounts based on the financial institution. You will have a chance to select the type of account later.
- Click a topic below to learn more about the types of accounts you can add.