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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 in the same Quicken data file, so that you can track all your finances in one place.

  1. Click the Add Account icon on the top right of the Account Bar.
  2. Click Home Equity Line (HELOC).
  3. 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. Click the link below for more information.

What is the name of your bank or brokerage?

Select a currency for the account (Optional)

What is your user ID and password?

Quicken needs this information so it can download your account information. For most banks and brokerages, you can use the same user ID and password you use to log in to their website. If you don't have a user ID and password right now, add the account manually. You can always activate it to update transactions or send payments later on.

What is the account type or branch?

Sometimes Quicken needs more information to determine what type of account you have, or at what branch the account resides before it can access it. If you are not sure, here are some tips that may help you:


How should Quicken set up accounts it has found?

After you tell Quicken how to access your bank or brokerage, it goes online and downloads information about the accounts you hold there. Quicken then asks you to provide a bit more information about the accounts.

  • Your accounts have been added!
  • Why do I not see the option to Sync to Quicken Cloud?

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.

Do you want to download transactions, or enter transactions manually?

If you want to download transactions into Quicken, enter the name of your bank, brokerage, or credit card company and click Next.

What is the name you'd like to use for this account?

What is this account primarily used for?

What is the statement ending date and balance?

Which connection method should be used?