Select your financial institution

To add your financial institution in Quicken Classic for Windows, follow these steps:

Searching for your financial institution

1. Enter the name of your financial institution in the search field.

2. Quicken displays a list of institutions with names similar to your entry.

3. If your institution appears in the list, select it and click Next.

If your financial institution doesn't appear

If your financial institution doesn't appear in the list, try the following:

1. Confirm the spelling of your financial institution’s name and try again.

2. Try entering different variations of the name, including abbreviations or alternate spellings.

3. If your institution is not found, select the Offline Account tab to proceed with manual account setup.

4. Enter your financial institution’s name or confirm the name you have entered.

5. Click Next to continue setting up your account.

Quicken will remember the name you enter. If your financial institution becomes a Quicken partner in the future, Quicken will notify you.