...
- Select 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. This way, if you have multiple accounts at the same bank, you can add them all at once. You will have a chance to select the type of account later.
Enter your account information. You will be prompted to enter the Customer Number or Saved ID and Access Code (password) for your account.
Click Connect when you have entered your information.
Info Your account information is the same information you use to access your account through your financial institution’s website. Depending on your financial institution’s requirements, you may be asked for additional information such as a confirmation code.
- Review your accounts. Quicken will find all the accounts associated with you your login. On this screen, you can make any adjustments, then click Next.
- Type: Your options will vary according to the financial institution but Checking and Savings are the standard types.
- Nickname: Enter any name that helps you easily identify the account.
- Used for: Most accounts will be Personal, but depending on your versions you may have the option of Business and Rental.
- Action: Select Add to Quicken if you want to add an account.
- Quicken now adds your accounts. You'll see a message letting you know what accounts were added. You can choose to either Add Another Account or Finish.
...