Video:Set Up an Online Bank Checking Account in Quickenwith Don Schechter
Now that you have your Quicken software set up, you can have it automatically updated with your bank account information. Learn how to set up online checking in Quicken.See Transcript
Transcript:Set Up an Online Bank Checking Account in QuickenHi! I'm Don Schechter for About.com Money. Today I'll show you how to integrate your online checking account into Quicken.
Start Up QuickenOpen up Quicken. If you already have an account register or transaction list, open that up by clicking 'account list' at the bottom of the screen. Select your account from the list and click 'set up online services' on the toolbar.
Type Your Bank Information in QuickenType in your id and the password that you use on your bank's website, and click 'next.' Quicken will download some information then ask you for your account number and router number. If you want to set up online banking for a different kind of account it may ask you for different information.
Set Up an AccountIf you don't already have an account set up, click add account on the bottom left. Type in your bank or financial institution, then click 'next.' This screen asks if I want to connect to my account through Quicken. Chose 'yes' and click 'next.' On the next screen, if you already do online banking, select 'yes' and click 'next' to fill in your ID and password for your bank's website.
Quicken will download some information then ask you for more information about your account including your account and checking router numbers. Click next when you're done. Keep following the prompts.
View Your Online Bank Account in QuickenIf you do not already do online banking, click 'no.' Choose the type of account and enter a name for it. On the next screen, you will have to enter the ending date and balance from your most recent statement. Click 'done.' The window will close and under cash flow on the left sidebar, you'll see your account. Now you can update your transactions online and keep all your finances up to date.
Manually Linking Quicken to a Bank AccountIf you want to link Quicken to your online bank account, manually go to you online bank service and see if you can download a web connect file for quicken. Back in Quicken go to file import and choose web connect file. find your file then click yes to activate the Quicken one step process. You have to enter your username and password then click activate to connect your bank directly to Quicken.
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