{"id":2114,"date":"2016-06-02T00:00:00","date_gmt":"2016-06-02T00:00:00","guid":{"rendered":"https:\/\/qa.simplifimoney.com\/blog\/how-set-your-first-account\/"},"modified":"2022-08-04T11:41:56","modified_gmt":"2022-08-04T11:41:56","slug":"how-set-your-first-account","status":"publish","type":"post","link":"https:\/\/www.quicken.com\/blog\/how-set-your-first-account\/","title":{"rendered":"How to Set Up Your First Account"},"content":{"rendered":"<p><\/p>\n<p>\u00a0<\/p>\n<p>Follow these simple instructions and you&#8217;ll be up-and-running with Quicken in less than 10 minutes. Seriously!<\/p>\n<p>1.\tClick the\u00a0<strong>Home tab<\/strong>\u00a0at the top of the Quicken window.<\/p>\n<p>2.\tClick\u00a0<strong>Get Started<\/strong>\u00a0in the\u00a0<strong>See Where Your Money Goes<\/strong>\u00a0section.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Wizards_8.png\" width=\"600\" height=\"562\" alt=\"\" \/><\/p>\n<p>\u00a0<\/p>\n<p>3.\t<strong>Enter or choose the name of your bank.<\/strong><\/p>\n<p>This is the bank where your primary checking account is located.<\/p>\n<p>Your primary checking account is the one you deposit your paycheck into and pay your bills out of.\u00a0<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Name-of-bank_4.png\" width=\"600\" height=\"429\" alt=\"\" \/><\/p>\n<p>\u00a0<\/p>\n<p>4.\t<strong>Enter your bank login information.<\/strong>\u00a0For most people, this is the same login they use for their bank\u2019s website.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Login-1_4.png\" width=\"600\" height=\"430\" alt=\"\" \/><\/p>\n<p>\u00a0<\/p>\n<p>5.\tClick\u00a0<strong>Connect.<\/strong><\/p>\n<p>Quicken begins a conversation with your bank to discover what accounts you have. This can take about a minute to complete.<\/p>\n<p>6.\t<strong>Set preferences for your Quicken accounts.<\/strong><\/p>\n<p>Skip this step if you don\u2019t see this screen.<\/p>\n<p>If you feel like it, give nicknames to your accounts. These names will be used in the Quicken interface and reports.<\/p>\n<p>If there are accounts you\u00a0<strong>don\u2019t<\/strong>\u00a0want to add to Quicken, select\u00a0<strong>Ignore<\/strong>\u00a0instead of\u00a0<strong>Add.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Set-prefs_4.png\" width=\"600\" height=\"409\" alt=\"\" \/><\/p>\n<p>\u00a0<\/p>\n<p>7.\t<strong>Quicken creates your accounts and downloads your transactions.<\/strong><\/p>\n<p><strong>Congratulations! If you\u2019ve been following along, you\u2019ve just added your first Quicken account!<\/strong><\/p>\n<p>If you want to set up more accounts, click\u00a0<strong>Add another account.<\/strong>\u00a0If you don\u2019t, no problem; you can always add more accounts later.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Accounts-added_4.png\" width=\"600\" height=\"432\" alt=\"\" \/><\/p>\n<p>\u00a0<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0 Follow these simple instructions and you&#8217;ll be up-and-running with Quicken in less than 10 minutes. Seriously! 1. Click the\u00a0Home tab\u00a0at the top of the Quicken window. 2. Click\u00a0Get Started\u00a0in the\u00a0See Where Your Money Goes\u00a0section. \u00a0 3. Enter or choose the name of your bank&#8230;.<\/p>\n","protected":false},"author":17,"featured_media":2115,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_seopress_robots_primary_cat":"","_seopress_titles_title":"How to Set Up Your First Account | Quicken","_seopress_titles_desc":"\u00a0 Follow these simple instructions and you&#039;ll be up-and-running with Quicken in less than 10 minutes. Seriously! 1. Click the\u00a0Home tab\u00a0at the top of the Quicken window. 2. Click\u00a0Get Started\u00a0in the\u00a0See Where Your Money Goes\u00a0section. \u00a0","_seopress_robots_index":"","inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2114","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"jetpack_featured_media_url":"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Wizards_8.png","_links":{"self":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/2114","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/comments?post=2114"}],"version-history":[{"count":1,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/2114\/revisions"}],"predecessor-version":[{"id":2120,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/2114\/revisions\/2120"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/media\/2115"}],"wp:attachment":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/media?parent=2114"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/categories?post=2114"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/tags?post=2114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}