How to Link a Bank Account to Quicken?

This is known to every person that Quicken is a finance management software. It enables you a smart and compiled view of all the workings of your finances. You can simply connect your bank account with Quicken and download the transactions for that account. But for that, you will have to link your bank account. Moreover there is no restriction to link a single bank account with this software, in fact, the users are free to link as many accounts they want. It is an easy task and you can do it yourself but it is suggested that you take assistance from the experts available at Quicken support.

There are multiple methods to link your bank account to Quicken. It mainly depends upon the services provided by the bank. With the following given methods, you can do the needful. The most convenient method among is enlisted below: 

• Open Quicken on your computer

• Locate the account link at the top of your screen. Select Add account from the menu.

• Now choose the type of account that you want to add or manage in your Quicken. If you don’t know your account type then you can go through the bank documents.

• Select the bank or financial institution’s name from the drop-down menu and if the bank is not on the list then you have to manage it by manually adding its name

• Now fill in your bank login credentials including your username and password that is provided by the bank. 

• Click the connect tab to sync up your bank account with your Quicken software. If you come across any error then recheck your credentials. There must be a proper and stable internet connection for linking the bank account with the software.

• The same procedure can be followed for adding more bank accounts.It will take a time of a few minutes so that the information can be accepted by the software.

If you have any confusion then you should reach out to dial Quicken customer care number to avail guidance from the experts who stay accessible round the clock.