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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.

  1. Select Add Account  on the top right of the Account Bar.
  2. 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.
  3. Select Next.
  4. 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.
  5. 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.
  6. Select Next.
  7. 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.
  8. Select Next. Your accounts are now added. 
  9. To add additional accounts, select Add Another Account, otherwise select Finish.

Adding an offline account

I your financial institution cannot be accessed online, or if you prefer to enter information manually, 

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.

Enter the name of your financial institution. This can be the name of your bank, credit card company, brokerage, or other online institution. If you do not wish to access an online account, or if one is not available, 

  • 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?

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