What if I can't find it in the list, or I want to enter transactions manually?.If you don't see what you are looking for, click Back and try again. If you see what you are looking for, go ahead and click the name of your bank or brokerage. After you type a few characters Quicken displays a list of possible matches. If your bank or brokerage is not listed on the screen, start typing its name. If your bank or brokerage is listed on the screen, click it. What is the name of your bank or brokerage? If you need help deciding, here is some great information to help you decide. Select the type of account you would like to add to Quicken. Click Helpfor more information.Īs you move through the account setup process, you may not see all the pages described below-these depend on the type of account you are adding and how much information Quicken can download from your financial institution.
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