If prompted for a username and password, enter the username and password you use to sign in to your account on your financial institution's website.
Follow the on-screen instructions to set up your account.(For example: "Bank of America - Quicken"). Sometimes there will be an option that includes the word "Quicken" in the name.Use the name and the information on the right panel of the search results to find the correct institution. Some financial institutions offer multiple options to choose from.Enter the name of your financial institution in the Search field, select it from the list, and click Continue.You can also choose from the Quicken menu Accounts > New, and then select the type of account you want to create.At the top of the sidebar, click +, and then select the type of account that you want to create.The steps for setting up an account are basically the same for all account types. By default, Quicken will help you set up your accounts for automatic download when available. Creating accounts for all your real-world assets and liabilities lets Quicken track their value and show you your total net worth. Similarly, you will probably want to create accounts for any real-world liabilities, such as a loan. If you want to track the value of real-world assets, like a home or vehicle, you can create accounts for those, too. You should create a separate account for each of the accounts you have in real life (like your checking account, your savings account, your credit card, your 401(k), any brokerage accounts you have, and so forth). Accounts in Quicken represent the assets and liabilities you have in the real world.
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