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Adding financial institutions to Quicken Online
Pt. 3 of 10 | 3:00 |
Wednesday November 11, 2009
Balancing the budget with Quicken Online
Wednesday November 11, 2009
Quicken Online offers a one-stop shop to see all of your financial transactions. Link up with your online bank accounts and Quicken Online does the rest. Smarts in the
free web app
predict what transactions are what and gives you a snapshot of your financial health. Here'show to add a bank account to Quicken Online
.Download this episode now
Quicktime Show Notes
Create a free Quicken Online account.
- Now it's time to add your financial institutions.
- You'll see that some popular ones are listed for you.
- You can also look for your bank alphabetically.
- Or, you can type in the name and find it.
- Select your bank by clicking on it.
- Now you'll need to provide the login information used to login to your bank.
- In this way Quicken Online can log in and pull in your banking information.
- You'll need to answer one of the security questions you've arranged with your bank.
- You'll see your account(s). You can indicate what type of account it is, like checking.
- You can also uncheck accounts you don't want to use with Quicken Online.
- The bank may request that you answer another security question before proceeding.
- Answer the question and click Continue.
- Quicken Online will pull in your financial information.
- You can click Add Another Account to add more accounts.
- Or you can click Start Using Quicken Online.
- Now it's time to add your financial institutions.
- You'll see that some popular ones are listed for you.
- You can also look for your bank alphabetically.
- Or, you can type in the name and find it.
- Select your bank by clicking on it.
- Now you'll need to provide the login information used to login to your bank.
- In this way Quicken Online can log in and pull in your banking information.
- You'll need to answer one of the security questions you've arranged with your bank.
- You'll see your account(s). You can indicate what type of account it is, like checking.
- You can also uncheck accounts you don't want to use with Quicken Online.
- The bank may request that you answer another security question before proceeding.
- Answer the question and click Continue.
- Quicken Online will pull in your financial information.
- You can click Add Another Account to add more accounts.
- Or you can click Start Using Quicken Online.
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