Select an action for each account

After connecting to your financial institution, Quicken shows a list of accounts it found. Use this screen to decide which accounts to track in Quicken and how to handle each one.

What to do

For each account listed:

Review the account name and type
Check the Account and Type columns to confirm the identity of each account.
Choose how to handle the account
In the Action column:
- Select Add to Quicken to create a new account in Quicken.
- Select Link to existing to connect it to an account you already track.
- Select Don't add to Quicken to skip it (useful for closed, inactive, or irrelevant accounts).
Set a nickname (optional)
In the Nickname in Quicken column, you can rename the account to something meaningful—like “Emergency Fund” or “Primary Checking.”
Set the usage type
Use the Used for column to specify whether the account is for Personal, Business, or Rental purposes.

When you’re finished selecting actions for all accounts, click Next.

Examples

You see a savings account labeled Gift Fund XX0000 that you no longer use. Select Don't add to Quicken.
You see your main checking account and want to track it in Quicken. Choose Add to Quicken, and optionally rename it Household Checking.
You see a credit card that you already track. Use Link to existing and match it to the corresponding Quicken account.
You see a joint account you share for rental property income. Choose Add to Quicken and set Used for to Rental.After connecting to your financial institution, Quicken shows a list of accounts it found. Use this screen to decide which accounts to track in Quicken and how to handle each one.
What to do
For each account listed:
- Review the account name and type
  Check the Account and Type columns to confirm the identity of each account.
- Choose how to handle the account
  In the Action column:
  - Select Add to Quicken to create a new account in Quicken.
  - Select Link to existing to connect it to an account you already track.
  - Select Don't add to Quicken to skip it (useful for closed, inactive, or irrelevant accounts).
- Set a nickname (optional)
  In the Nickname in Quicken column, you can rename the account to something meaningful—like “Emergency Fund” or “Primary Checking.”
- Set the usage type
  Use the Used for column to specify whether the account is for Personal, Business, or Rental purposes.