In most cases, it is preferable to use an online account, but you may choose this for security, control, or because the account is not with an institution Quicken can connect to. It is your responsibility to enter all the information and track your transactions accurately. Offline accounts (sometimes called manual accounts) don't connect to a financial institution. You can choose to either Add Another Account or Finish. You'll see a message letting you know what accounts were added. Action: Select Add to Quicken if you want to add an account.Used for: Most accounts will be Personal, but depending on your versions you may have the option of Business and Rental.Nickname: Enter any name that helps you easily identify the account.Type: Your options will vary according to the financial institution but Checking and Savings are the standard types.On this screen, you can make any adjustments, then click Next. Quicken will find all the accounts associated with your login. you may be asked for additional information, such as a challenge question or a code that is sent to your email or phone. This is the information you use to sign in to your online account, such as a user name and password. In those cases, see our instructions for adding an offline spending account below.Įnter your account/user information. While Quicken works with over 14,000 financial institutions, there are some financial institutions that may not be available. You can also contact our customer support.
If you cannot find your financial institution, go to their website or call them to see if they provide instructions for working with Quicken.
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