NEW! 5/21/26 Transitioning Your First Bank Accounts to PNC Bank in Quicken Classic

Quicken Alyssa

Overview

As part of the First Bank and PNC Bank transition, you will need to disconnect your First Bank accounts in Quicken and reconnect them using the new PNC Bank connection. This ensures your accounts continue to download transactions without interruption.

Important: You must deactivate all of your First Bank accounts before reactivating them under PNC Bank—including any hidden accounts. Reactivating before all accounts are deactivated may result in errors.

Windows

To Deactivate Your First Bank Accounts

1. Select the Tools menu and select Account List….
2. In the Account List, select a First Bank account and click Edit.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate next to the service you want to disable.
5. Click Yes to the message confirming that you want to disable this service.
6. Click OK to the confirmation message.
7. Repeat steps 2–6 for all remaining First Bank accounts, including any hidden accounts.

What if Quicken tells me to accept downloaded transactions before deactivating?

Quicken will not deactivate online services if you haven’t accepted all downloaded transactions.

1. Open the register and select the Downloaded Transactions tab at the bottom of the register. Verify that you have accepted all transactions.
2. Accept all transactions, then follow the steps above to deactivate the account.
3. Select the Tools menu and select Online Center.
4. Select the appropriate financial institution and account.
5. Select Transactions.
6. If transactions are listed, click Compare to Register and accept the transactions.
7. If no transactions are listed or Compare to Register does not allow you to accept transactions, additional information is available on the support site.

What if the Deactivate button is grayed out?

This could be a sign of possible issues with the data itself. We recommend you contact Quicken Support.

To Reactivate Your Accounts Under PNC Bank

1. Go to Tools > Add Account.
2. Search for and select PNC Bank.
3. Enter your PNC Bank credentials and click Connect.
4. When the list of located accounts appears, choose LINK next to each First Bank account you want to reconnect.
5. Click Next, then Done on the last prompt.

Mac

To Deactivate Your First Bank Accounts

1. Select a First Bank account to open its register.
2. Click the Settings gear icon in the lower right corner of the register.
3. Click the Downloads tab.
4. Click the Disconnect Account button.
5. Click Done.
6. Repeat steps 1–5 for all remaining First Bank accounts, including any hidden accounts.

To Reactivate Your Accounts Under PNC Bank

1. Select an account to open its register.
2. Click the Settings gear in the lower right corner of the register.
3. Go to the Downloads tab.
4. Click the Connect Account… button.
5. Search for and select PNC Bank.
6. Click Continue and complete the flow.
7. When the list of accounts appears, choose LINK and carefully link each account to your existing First Bank account(s).
8. Click Continue.

Issues You May Encounter

Reconnecting your accounts is straightforward, but you may run into one or more of the issues below.

Duplicate Transactions

After reconnecting under PNC Bank, you may see a re-download of the most recent 90–200 days of transactions (depending on your financial institution). These duplicate transactions should match those already in your register, but you should review your data after reconnecting to make sure you’re not seeing duplicates.

Once a duplicate transaction already exists in your account register, the only solution is to delete it.

Unable to Link Your First Bank Account to PNC Bank

If you run into a problem linking your existing First Bank accounts to PNC Bank:

1. Go to the account you are having trouble reactivating.
2. Right-click on the account name and click Edit Account.
3. In the dialog box, remove the financial institution name (First Bank) and click OK.

Note: You can only do this if the account has been completely deactivated. If the account name is grayed out, there is still a service activated for that account.

1. At the top of the Account Bar, click the + (plus sign) button.
2. Search for and enter PNC Bank.
3. Enter your PNC Bank credentials. Quicken will connect with PNC Bank to set up the account.
4. Choose LINK on the screen displayed after Quicken finds the available accounts, and carefully link to your existing First Bank account(s).

Thank you!