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 an offline spending account below.
- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - 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. 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.
If you cannot find your financial institution, go to their website or call them to see if they provide instructions for working with Quicken. You can also contact our customer support. While Quicken works with over 14,000 financial institutions, there are some financial institutions that may not be available. In those cases, see our instructions for adding an offline spending account below.
Enter your account/user information. This is the information you use to sign in to your online account, such as a user name and password. you may be asked for additional information, such as a challenge question or a code that is sent to your email or phone.
- Review your accounts. Quicken will find all the accounts associated with 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.
Add an offline spending account
Offline accounts (sometimes called manual accounts) don't connect to a financial institution. It is your responsibility to enter all the information and track your transactions accurately. In most cases, it is preferable to use an online account, but you may choose this for security, control, or because the account is not with an institution Quicken can connect to.
- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Select Offline Account.
- Select the account type. Spending accounts include Checking, Savings, and Credit Card.
- Name your account and select Next. Depending on your version of Quicken, you may also have options for selecting how your account is used.
- Enter your Statement ending date (The date you want to start tracking from) and your Statement ending balance (how much was in your account that day). Select Next.
- Your account will be added. Select Finish.
Add other account types
Click the Add Account plus sign icon
at the top right of the Account Bar.During the setup process, you’ll be asked a few questions:
- Select a currency for the account (Optional)
If you have set up Quicken to track multiple currencies, select one from the list. If you decide you need to change the currency for the account, you can do so only if you haven't entered any transactions except the opening balance. What is your financial institution User ID and password?
Tips for successful connections
How should Quicken set up accounts it has found?
Your accounts have been added
Why don't I see the option to Sync to Quicken Cloud?
You will see this option only if you have chosen to Use Mobile as part of the registration. If you wish to view your accounts in mobile or to receive custom account notifications, click the Mobile and Web tab and follow the instructions.
If you’d prefer to add a “disconnected” or manual loan account:
- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Select Offline Account.
- Under Loan & Debt, select Loan. If you are setting up a Home Equity Line of Credit, select HELOC.
- Enter your loan information. (See loan information details below)
- Select Next. Answer any additional questions.
- Review the Loan Payment Reminder.
- Select Done.
Loan Information Details
- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Enter the name of your brokerage and select.
- Follow the on-screen instructions.
Simple Setup wizard
As you move through the account setup process, you may not see all the pages described below—these depend on the type of account you are adding and how much information Quicken can download from your financial institution. Expand a section below for more information.
Advanced Setup wizard
For most users, Simple Setup is all they will need to add their accounts. If you need to use Advanced/Manual Setup you will see a few additional screens. Click a link for more information.
Additional Information
- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Click Other Assets & Liabilities.
- Select Car, Truck, Van, RV.
- During the setup process, you'll be asked a few questions.
- What is the name you'd like to use for this account?
Enter the name you want to use to refer to the account in Quicken. This name will appear in reports, and in the Quicken interface.
- What is this account primarily used for?
If you are using Quicken Home, Business & Rental Property, choose the primary use of the account: Personal (which is the default), Business, or Rental Property. Your selection determines where in the Quicken interface (on which tab) the account appears. You can change this from the Account List later if you wish. the account appears. You can change this from the Account List later if you wish.
- Select a currency for the account (Optional)If you have set up Quicken to track multiple currencies, select one from the list. If you decide you need to change the currency for the account, you can do so only if you haven't entered any transactions except the opening balance.
- Tell Quicken about the vehicle you'd like to track
- Enter the vehicle make/manufacturer, model, and year.
- Enter the purchase date and price of your vehicle.
- Enter the estimated value of your vehicle. Doing so will let you track your equity in the vehicle.
- Is there a loan on this vehicle?
If you have a loan, click Yes and choose one of the following options:
- I'd like to track this loan in Quicken. Set up a new account for this. Quicken walks you through the steps to add a loan to track the payment schedule, principal, and interest, and a liability account to track your loan balance, which is used in your Net Worth report. For more information, see Set up a loan or mortgage.
- I'm already tracking the loan in Quicken. Select existing account. In the drop-down list, select the appropriate loan account.
- I do not want to track the loan in Quicken.
To add an account:
- Select the Add Account icon on the top right of the Account Bar.
- Select Other Assets and Liabilities.
- Select Cash and then follow the on-screen instructions.
- Enter a meaningful name for the account, such as Reimbursables.
- When you get to the starting date and opening balance dialog, enter today's date and the amount of outstanding reimbursable expenses. Quicken will display this as a positive amount in the Reimbursable account's register. If you're not currently owed any money, enter zero.
Recording reimbursable expenses
In the future, follow this procedure when you record reimbursable expenses in your checking or credit card account:
- In the checking or credit card account where you make the expense, record the transaction in the account register, as usual. This is an expense transaction. This transaction should reduce the balance of the checking account.
- In the Category field, instead of assigning a category to the transaction, click the Transfers tab on the left of the Category List and choose the reimbursable account you added. Quicken adds this amount to the balance of the reimbursable account.
Recording a reimbursement
In the future, follow this procedure when you record the reimbursement:
- In the account where you receive the reimbursement, record the transaction in the account register, as usual. This is a deposit transaction. This transaction should increase the balance of the checking account.
- In the Category field, instead of assigning a category to the transaction, click the Transfers tab in the Category List and choose the reimbursable account you added. Quicken subtracts this amount from the balance of the reimbursable account.
When you've received reimbursements for all your outstanding expenses, the balance of the Reimbursement account will be zero.
To add an account:
- Select the Add Account icon on the top right of the Account Bar.
- Select Other Assets and Liabilities.
- Select Cash and then follow the on-screen instructions.
- Enter a meaningful name for the account, such as Reimbursables.
- When you get to the starting date and opening balance dialog, enter today's date and the amount of outstanding reimbursable expenses. Quicken will display this as a positive amount in the Reimbursable account's register. If you're not currently owed any money, enter zero.
Recording reimbursable expenses
In the future, follow this procedure when you record reimbursable expenses in your checking or credit card account:
- In the checking or credit card account where you make the expense, record the transaction in the account register, as usual. This is an expense transaction. This transaction should reduce the balance of the checking account.
- In the Category field, instead of assigning a category to the transaction, click the Transfers tab on the left of the Category List and choose the reimbursable account you added. Quicken adds this amount to the balance of the reimbursable account.
Recording a reimbursement
In the future, follow this procedure when you record the reimbursement:
- In the account where you receive the reimbursement, record the transaction in the account register, as usual. This is a deposit transaction. This transaction should increase the balance of the checking account.
- In the Category field, instead of assigning a category to the transaction, click the Transfers tab in the Category List and choose the reimbursable account you added. Quicken subtracts this amount from the balance of the reimbursable account.
When you've received reimbursements for all your outstanding expenses, the balance of the Reimbursement account will be zero.
- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - If the financial institution that manages your 401(k)/403(b) is available online, use the search to find the financial institution, otherwise select Offline Account → 401(k).
- Follow the on-screen instructions. For more information, see below.
Simple Setup wizard
As you move through the account setup process, you may not see all the pages described below—these depend on the type of account you are adding and how much information Quicken can download from your financial institution. Click a link below for more information.
Advanced Setup wizard
For most users, Simple Setup is all they will need to add their accounts. If you need to use Advanced/Manual Setup you will see a few additional screens. Click a link for more information.
- Confirm your settings from the previous setup windows.
- Check to see that your information is correct:
- Is the statement date correct?
- Are all your securities (mutual funds) listed?
- Click Previous to return to previous windows and make changes.
- When you're finished, click Done.
After you click Done, you'll see summary graphs and reports in the 401(k) account Summary tab. Some of the details won't matter much yet, because you've only entered one statement. - When you're ready to enter your next statement, open the account, click
(the Account Actions icon), and then choose Update 401(k) Holdings.
Notes
When Quicken adds a 401(k)/403(b) account, it also creates a special tax impact account. This account tracks all the transactions associated with your retirement account that can have an affect on your taxes (for example, if you withdraw funds from your retirement account prematurely). Quicken uses this information in some tax reports and planning tools. The tax impact account does not appear in your Account List, but you can drill down to tax impact account transactions in tax reports. You should not edit or delete such transactions, or the account itself, in any way.