Setting up Accounts in Quicken for Mac

Quicken for Mac
Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Mac 2017

By default, Quicken will help you setup your accounts for automatic download when available.

To set up an Account in Quicken for Mac 2015, Mac 2016 or Mac 2017

The steps for setting up an account are basically the same for all account types.

  1. Click on Accounts > New from the menu bar, and then select the type of account that you want to create (such as Checking, Savings, Credit Card, and so on). 
  2. Enter the name of your financial institution in the Search field, select it from the list, and click Continue. If you would like to set up a manual account, click Options instead of typing in the financial institution, select the radio button next to Manual, and click Continue.
    • Tell me more
      Some financial institutions offer multiple options to choose from. Use the name and the information on the right panel of the search results to find the correct institution.
      Sometimes there will be an option that includes the word "Quicken" in the name. (For example: "Bank of America - Quicken"). This is often the best choice.
  3. Follow the on-screen instructions to set up your account.
  4. If prompted for a username and password, enter the username and password you use to sign in to your financial institution's website. Setting up an account in this way will allow Quicken to connect to your bank so you can download your transactions directly.
    • Tell me more
      Quicken supports downloads with over 13,000 financial institutions. If you can't find your bank in the list, try these two steps:
      • Click "My bank is not in the list" in the Add Account window, and then click the refresh button on the My Bank is not in the List message. Quicken updates your list of supported financial institutions. Next, click Check list again, and try once more to find your bank in the list supported institutions.
      • If your bank still does not appear in the list, you can still create an account in Quicken, but you won't be able to download transactions into it. Instead, you will need to enter your transactions by hand. To set up a manual account, click "My bank is not in the list" in the Add Account window, and then click Add Manual Account.
  5. After you enter your financial institution's username and password, Quicken will connect with your bank and return a list of all the accounts at that institution that are available for download.
  6. Review the list, verify the account type and set an account nickname (optional), and make sure the menu next to the account name says Add.
    • You can further customize your account setup on this screen:
      Set an account Nickname
      • In the last column you can edit the account nickname. This is the name used in Quicken and does not affect the account at your financial institution. For example, if the name listed is "Checking-XXXX123" you could change to "Family Checking" or any name you'd like.

      Confirm the Type

      • In the Type column, verify the account type (Checking vs. Savings, Brokerage vs. 401(k), etc.). This determines where the account is displayed in the sidebar. (You can also change this later in Account Settings.)

      Ignore an account

      • If there is an account you don't wish to track in Quicken, choose Ignore from the Action menu.

      Link to a manual account

      • If you are setting up account download for an account you are already tracking manually in Quicken, choose the manual account you wish to download into under the "Link to an existing account in Quicken" option in the Action menu.
  7. After you've successfully added your account and connected to your financial institution, you'll see the account name added to the sidebar along with the Current Balance.
  8. Click the name to view the transactions downloaded from your financial institution.
    • Tell me more
      If you setup an account to be manual (no downloading), then you'll have to manually enter your transactions, add categories and maintain your account balance.
      We strongly recommend downloading from your financial institution to get the most out of Quicken. If you have problems or decide you'd like to maintain your account manually later, you can always turn off downloads from the Account Settings sheet.

 

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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.