Learn how to easily link your bank account to Quicken for automatic transaction downloads. This guide will help you set it up without any confusion, even if you’re a beginner.
Open Quicken on your Computer
Launch the Quicken software and make sure you're signed in to your Quicken account.
Go to the 'Accounts' Tab
Click on the 'Accounts' menu or use the '+' sign to add a new account.
Search for Your Bank
Type your bank’s name in the search box and select the correct one from the list.
Enter Your Bank Login Details
Input your username and password that you use for online banking. Quicken will securely connect.
Choose the Account(s) to Link
Select which accounts (checking, savings, etc.) you want to link and download into Quicken.
Finish Setup
Quicken will download the recent transactions and show them under your linked account.
Yes, Quicken uses bank-level encryption to keep your login and data secure.
It usually downloads the past 30–90 days of transactions depending on your bank.
Make sure you're typing the exact name. If not found, you can add transactions manually.
No, once linked, Quicken maintains the connection unless you change your bank password.
Yes, you can link multiple banks and accounts within the same Quicken profile.