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1. At the top of the sidebar, click +, and then select the type of account that you want to create.
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   • You can also choose from the Quicken menu Accounts > New, and then select the type of account you want to create.
2. Enter the name of your financial institution in the Search field, select it from the list, and click Continue.
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   • Some financial institutions offer multiple options to choose from. Use the name and the information on the right panel of the search results to find the correct institution.
   • Sometimes there will be an option that includes the word "Quicken" in the name. (For example: "Bank of America - Quicken"). This is often the best choice.
3. Follow the on-screen instructions to set up your account. If prompted for a username and password, enter the username and password you use to sign in to your account on your financial institution's website. This will allow Quicken to connect to your bank so you can download your transactions directly.
   • Quicken supports downloads with over 13,000 financial institutions. If you can't find your bank on the list, try these two steps:
     1. Click My bank is not in the list in the Add Account window, and then click the Refresh button on the "My bank is not in the list" message. Quicken will update its list of supported financial institutions. Next, click Check list again, and try once more to find your bank in the list of supported institutions.
     2. If your bank still does not appear in the list, you can still create an account in Quicken, but you won't be able to download transactions into it. Instead, you will need to enter your transactions manually. To set up a manual account, click My bank is not in the list in the Add Account window, and then click Add Manual Account.
4. After you enter your financial institution user name and password, Quicken will contact your bank and return a list of all your accounts at that institution which are available for download. Review this list, verify the account types, set account nicknames (optional), and make sure the Action menu next to each account name says Add.
   • You can further customize your account setup on this screen:

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