Overview
The way some financial institutions connect in Quicken has changed and the steps for adding these accounts to Quicken has also been updated.
Before you begin: If you have multiple accounts
If you have multiple accounts with one of the financial institutions updating their connection method, you'll need to authorize your accounts for each instance of the financial institution individually.
For example, if you have a checking account with Capital One 360, and a credit card account with Capital One - Credit Cards, you would need to go through the process twice, one for each instance of that financial institution. Don't worry–Quicken will prompt you if you need to go through the process more than once.
If you do need to go through the migration process more than once, it's important that you don't uncheck any accounts listed on the authorization screen, unless you don't want to see the account at all in Quicken:
If you uncheck accounts during the process, this will revoke your authorization, and prevent the accounts from updating.
NOTE: If you have multiple accounts with just one instance of the financial institution, you'll only need to go through the process once.
Instructions
- At the top of the Account Bar, click the + (plus sign) button.
- Click a Spending & Saving account type, such as Checking, Savings, or Credit Card.
- Click Get Started.
- Enter your bank username and password and click Sign In.
- Check all the accounts listed and click Authorize.
Troubleshooting
- Blank screen after being prompted to sign in: If you receive a blank screen, a pop-up blocker could be preventing the prompts from appearing. You will need to temporarily disable any pop-up blockers or update their settings to allow pop-ups from your financial institution.
- Some security software (and browser extensions with security features, such as DuckDuckGo) can cause issues during the add process. If you encounter an issue when trying to add an account, you'll need to temporarily disable these programs to complete the process.
