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Adding a cash or asset account

Select Add Account on the top right of the Account Bar.
Select the Other Assets & Liabilities tab at the bottom of the Add Account screen.
Select the account type you want to add.
Follow the remaining steps in the Set Up Wizard.

Which connection method should be used?

The following options are not available for every account. The connection methods you see in the wizard will be customized to your financial institution and the account you are setting up.

Express Web Connect (Free)

Express Web Connect provides an integrated way to update transactions and account balances for financial institutions that do not currently connect directly to Quicken. With Express Web Connect, you can use One Step Update to update multiple accounts, and you no longer have to go to a financial institution's website to retrieve transactions.

Direct Connect (Fees may apply)

Direct Connect is a service some banks use to connect to Quicken. You will know if you have Direct Connect if you specifically signed up for it and/or your bank sent you a special user ID and password to use with Quicken. Some financial institutions require Direct Connect to use services such as bill pay, or transfers via Quicken.

Web Connect (Free)

Many financial institutions offering Web banking also let you download your Web transactions into Quicken. If you already have a password, and if the website displays the Quicken logo or a button or link that says Download to Quicken, this means that your financial institution supports the Web Connect protocol for downloading and importing transactions into Quicken.