Linking bank accounts that are not listed

Oliver Dunn

Hi there,

I recently purchased Quicken Classic Deluxe. Currently getting setup and loving the features so far. One issue I have found though is that not all the banking institutions are listed as accounts that I can link to. This rather limits Quickens functionality, if I cant get all my accounts linked up, its not going to be able to show a complete picture of our finances.

Is there an process to see about getting additional institutions available to link to? I would require the following.

https://www.canadalife.com/investing-saving.html
https://ia.ca/individuals

Quicken Kristina

Hello @Oliver Dunn,

If a financial institution doesn't support Quicken, then we recommend talking to the financial institution about it. If enough customers request a feature, then the financial institution may decide to provide it.

That said, even if a financial institution doesn't support downloading into Quicken, you are able to track those accounts as manual accounts. For more information on adding and tracking accounts manually, please see this article: https://www.quicken.com/support/how-do-i-enter-accounts-and-transactions-manually-quicken-windows/

I hope this helps!