Just bought Quicken. Want to connect to my bank. Saw youtube video. Didn't help. How do I get start

Question

Just bought Quicken. Want to connect to my bank. Saw youtube video. Didn't help. How do I get started

Quicken Anja · Accepted Answer

Hello @Casamiaoc,

Thank you for reaching out to the Community with your question.

To add a new account and connect to your bank, please navigate to Tools > Add Account..., search for your Financial Institution name and follow the prompts to connect.

Additionally, if you are a new user, I would like to inform you that you do have the option to schedule a one-on-one tour with our Quicken 1-2-3 team.

By doing so, one of our Quicken 1-2-3 team members will contact you via phone at your scheduled appointment time. This team has been specifically trained and put together to assist our new customers in getting familiarized with the program and learn how to utilize it to fit your needs, as well as answer any questions and/or address any concerns you may have. They also have the ability to screen share with you, if you feel comfortable doing so.

If this is something that would interest you, then please, click here to select a time slot and schedule your tour! Alternatively, you can also call them directly at your own convenience. The phone number can be found through that same link.

I hope this helps!