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Select an action for each account

Quicken updates account information for any currently active account that your financial institution makes available. In the list in this dialog, decide which ones you want to track in Quicken.

  1. On the left side of the dialog, for first account listed there, find the account number.
  2. Clear the check box if you don't want to track this account in Quicken. Do this for any loans or for inactive accounts.
  3. On the right side of the dialog, under Quicken Account Name, enter an account name.
  4. Repeat these steps for all other downloaded accounts, if any. When you're finished, click Next.
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