Adding a new credit card account to Quicken
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fjzclu
Member ✭
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?
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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Best Answer
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It is the username and password that you use to login into the credit cards website. Quicken needs it to get the information from your financial institution.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list6
Answers
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It is the username and password that you use to login into the credit cards website. Quicken needs it to get the information from your financial institution.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list6 -
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.
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