Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

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 a Spending & Saving account type, such as Checking, Savings, or Credit Card.
  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 a link below for more information.

  • What type of account do you want to add?
  • What is the name of your bank or brokerage?
  • Select a currency for the account (Optional)
  • What is your user ID and password?
  • What is the account type or branch?


How should Quicken set up accounts it has found?

  • 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?
  • 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?


  • No labels