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. | Expand |
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| title | What if I can't find it in the list, or I want to enter transactions manually? |
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| 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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| title | Why does Quicken want to know my bank name? |
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| 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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| title | What if I don't enter the name of my bank? |
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| 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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