To use Quicken you must start by adding your financial accounts. It's easy to add the accounts you want to track in Quicken. The more accounts you add the more closely Quicken reflects your true financial situation, which can assist you in short- and long-term financial planning.
Add an online account
With online accounts, you download your transactions directly from the financial institution. If you do prefer to enter your transactions manually, see Add a manual account below.
- 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.
For online accounts, Quicken finds accounts based on the financial institution. 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.
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.
Add a property or debt account
Add a business account (Quicken Home & Business only)
Add a rental property account (Quicken Rental Property Manager only)