In most cases, if you hold an account at a financial institution, the simplest way to add an account to Quicken is to use Express Online Setup. This option can automate your account setup by downloading account and transactions information for you, but your financial institution must be a Quicken partner for you to use it.
If you want to add the account manually, you can use the following procedure. When you do, Quicken adds the new account to the Account List (choose Tools menu > Account List). In most cases, you'll want to set up all your accounts in the same Quicken data file, so that you can track all your finances in one place.
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.
If this account is held at a financial institution Select This account is held at a financial institution, enter the name of the financial institution, and then click Next. Click Help if you need more information.
If this account is not held at a financial institution If you are adding a single mutual fund account, select This account is not held at a financial institution, and then click Next.
Quicken tries to match the name of your financial institution to a recognized list of financial partners. If Quicken doesn't recognize the name of your financial institution, it displays a list of near matches for the name you entered. Select the appropriate option, and click Next.
Look for your financial institution's name in the list of near matches at the top of the page. If you don't see your institution's name, click See a full list of financial institutions so Quicken displays the full list of all known institutions. (Scroll down the list to find your institution, and then click to select it.) If your financial institution is not in the list of near matches or in the full list, then you can manually type the name of your institution. Be sure to spell the name correctly. Quicken will use this name to notify you later if this institution joins the list of Quicken partners.
If you have set up Quicken to track multiple currencies, select one from the list. If you decide you need to change the currency for the account, you can do so only if you have not entered any transactions except the opening balance.
Choose a Quicken account type that matches your real-world account.
Enter a name for the account. The name you type will appear throughout Quicken to distinguish this account from others. Use any combination of letters, numbers, spaces, and other characters except these: [ (left bracket), ] (right bracket), / (slash), : (colon), | (bar), ^ (caret).
If you are entering information from your financial institution's Web site instead of from a paper statement, and if this date is today's date, then do not download transactions for this account until tomorrow. This is necessary to reconcile your Quicken account data with account data posted by your financial institution.
Do the following for each security you hold in this account:
There are some differences in the setup process for special investment account types.