Adding a new credit card account to Quicken

I want to add a credit card ("Tools", "Add Account", "Credit Card" -- not on list, so "Add Credit Card Account".  I added the name of the credit card.

Now it asks for a "xxx Credit Card User ID/User Name".  Is that the name on my credit card? Or is that a name I give to the account that shows up in Quicken?

Next it asks for a password.  Is this a password I make up for myself?  Or is it something at the credit card company?

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Answers

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    What is the name of the credit card and if a private label card, the name of the bank on the back? Do you intend to download or enter manually for this account.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 21H1
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