How do I work with the Password Vault and Stored Passwords

Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

If you have accounts with multiple banks, this can mean you're managing a lot of bank passwords.

Quicken's Password Vault is a secure and convenient way to store multiple bank passwords that you can then access with a single master password:

  • You can open the Password Vault to add, remove, or change stored passwords at any time.
  • The Password Vault uses banking industry-standard encryption to save your passwords.
  • The Password Vault allows you to download transactions from all of your accounts into Quicken with one click.

 

Get Started with the Password Vault

  • To add your passwords to the Password Vault
    1. Select Tools > Password Vault.
    2. If you have an existing Password Vault, choose Add or Edit Passwords...

    NOTE: If you don't have an existing Password Vault, choose Setup Vault. Quicken prompts you to enter a password for each of your One Step Update-activated banks. When you've finished storing passwords, Quicken prompts you to enter a master password for the Password Vault.

    3. In the Edit Password Vault dialog box, select the bank for which you want to store a password.
    4. If you have more than one customer ID at this bank, select the customer ID corresponding to the password you want to store.
    5. Click Add Password.
    6. Enter the password(s) you use to connect to your bank(s).

  • To change a password stored in the Password Vault
    1. Select Tools > Password Vault.
    2. If you have an existing Password Vault, choose Add or Edit Passwords...
    3. In the Edit Password Vault dialog box, select the bank for which you want to change a password.
    4. Click Change Password.
    5. Enter a new password.
    6. Re-enter the password to confirm it.

    7. Click Change.

     

    Note: Changing your password here changes only the password stored in the Vault. It does not change your password at your bank.

  • To reset the Password Vault and start over
    To completely reset your Password Vault, simply delete it and start over again:

    Quicken 2014
    1. Choose Tools > Password Vault > Delete Vault and all Saved Passwords.
    2. Click OK.

    Quicken 2015
    1. Choose Tools > Password Vault > Reset Vault.
    2. Click OK.

    Quicken 2016
    1. Choose Tools > Password Vault > Reset Vault.
    2. Select Reset Vault.
    3. Click OK.

    Note: Resetting the Password Vault removes all of your stored passwords and erases the Vault password. After resetting, you'll have to enter passwords manually. If you'd like to use the Vault again, you'll need to create a new one. Resetting the Password Vault does not change any passwords at your banks.

    To retain a record or your stored passwords, print the Vault prior to resetting it (the passwords appear on-screen as asterisks, but will print with their actual values). We do not recommend that you print this list unless you can assure the complete security of the printout.

  • If you are asked to change your password when you connect
    Depending on your bank, you may be required to change your password the first time you connect to your bank. If this is the case, Quicken displays the Change Assigned Password dialog.

    1. Enter your current password for the bank.
    2. Enter a new password of your choice.
    3. Re-enter the password to confirm it.
    4. Click OK

 

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.