How do I add a spending account (checking, savings, or credit card)?

Topics

Adding an online account

When you add a new account, Quicken adds it to the Account List (choose Tools menu > Account List). In most cases, you'll want to add all your accounts to the same Quicken data file, so that you can track all your finances in one place.

Select Add Account on the top right of the Account Bar.
Enter the name of your financial institution. This can be the name of your bank, credit card company, brokerage, or other online institution. As you type in the name, you will see a list of related institutions below, You can choose yours at any time.
Select Next.
If requested, choose the type of connection method Quicken should use. Unless instructed by your bank to do otherwise, choose Express Connect, then select Next. For more information see Which connection method should be used?
Enter your online account information. This is the same information you use to log in to your financial institutions web site.
If you have never set up an online account with your financial institution, you will need to do this before accessing the account though Quicken.
Select Next.
Quicken will access you online account and display a list of one or more financial accounts you can add to Quicken. From this screen you can:
- Enter a nickname for the account. This is often better than the default name.
- Designate an account as Personal or Business.
- Add Account to Quicken or Ignore in Quicken. If you ignore an account it will not be added or tracked.
Select Next. Your accounts are now added.
To add additional accounts, select Add Another Account, otherwise select Finish.

Adding an offline account

If your financial institution cannot be accessed online you can set up an offline account.

Select Add Account on the top right of the Account Bar.
Select the Offline Account tab at the bottom of the Add Account screen.
Select the account type you want to add.
Follow the remaining steps in the Set Up Wizard.

Adding a cash or asset account

Select Add Account on the top right of the Account Bar.
Select the Other Assets & Liabilities tab at the bottom of the Add Account screen.
Select the account type you want to add.
Follow the remaining steps in the Set Up Wizard.

Which 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.