Enter your account information
When you connect a financial institution to Quicken Classic for Windows, you're prompted to enter sign-in credentials. Some connection types, such as Direct Connect, may also require you to manually enter your account and routing numbers.
Sign in to your online account
This screen appears after you select your financial institution during account setup.
Enter your username and password for online banking access.
(Optional) Select Save to password vault if you want Quicken to remember your credentials.
Select Connect to continue.
Quicken attempts to retrieve your accounts automatically. If additional information is needed, you'll be prompted before proceeding.
When account and routing numbers are required
If your financial institution uses Direct Connect, you may be asked to provide your account number and routing number. These numbers are printed on your checks using a standard format.
Routing number: A 9-digit number that appears between special banking symbols, like this:
|: 987654320 |:Account number: This follows the routing number and may also appear on your bank statement. Include all leading zeros (for example,
00522611).
Where to find these numbers on a check
Your check contains all three key identifiers in the MICR (magnetic ink character recognition) line at the bottom:
Check number – Appears at the end of the MICR line and in the upper-right corner of the check.
Routing number – Located between the special symbols
|:at the start of the MICR line.Account number – Located between the routing number and check number.
Tip: If you're not sure which number is which, contact your financial institution or refer to a recent paper check.
What else you might see
Depending on the institution, Quicken may prompt you for:
An activation code provided by your bank
A two-factor authentication code via text, email, or app
Answers to security questions
Follow the on-screen prompts carefully. If you’re unsure, check your bank’s website or contact their support.