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Adding and Managing Bank Accounts in Quicken

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Add Your Accounts In Quicken 

  1. Click on Accounts on the top left side of Quicken, then click on Add Accounts down at the bottom.
  2. Choose the type of account you wish to add (such as Checking or Saving), then click Next.
  3. Pick your financial institution by searching for it or by selecting it from the list below the search box.
  4. Log into your bank by adding your user name and password. You can choose to have Quicken save your password if you'd like.
    Note: If your bank is not on the list or prefer not to download (manually add your account), click on Advanced Setup at the bottom of this screen and follow through the prompts. If you decide to take the route, you will not need to continue with the steps below.
  5. Click the Connect button to download your transactions into Quicken.
  6. Once complete, you can either go directly into Quicken to see these transactions, or repeat the steps above to add more accounts, such as property or investing accounts. 
Once Quicken is done downloading your account information, it will display a pie chart of where you have spent your money in the last 30 days. The categories are displayed to the right of the pie chart. You have the ability to drill-down into each category to view more details by double-clicking on the different pieces of the pie.
QuickenCustomer Support

Quicken Customer Support 24*7 available dial 1-888-261-4608 Quicken Support Toll Free Number for Online Support for excite. 

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