Setup Overview

Follow these steps to create your Quicken file, sign in with your Quicken ID, and add your first accounts.

Choose how to get started

When you first open Quicken Classic, you’ll be asked whether you’re new to Quicken or have used it before.

Select I'm New to Quicken to create a new file.
Select I've used Quicken before if you want to restore a file or sign in with an existing Quicken ID.

Next, select your country. You’ll only see this screen if both U.S. and Canadian versions are available.

Your Quicken ID is required to access product features, services, and support.

Note: If you don’t have a Quicken ID, you’ll be prompted to create one.

You're asked whether you want to sync your file with the Quicken Mobile & Web apps. This setting can be changed later.

Enter a name for your Quicken file, then select Next.

Once setup is complete, the welcome screen displays your Quicken ID and invites you to start adding accounts. Select Add Account to continue.

Use the account setup screens to connect to your bank or create a manual account.

In the Search for your financial institution screen, select a bank from the list or use the search box.
If prompted, review and accept data sharing details for connected services.
Enter your credentials for the selected financial institution.
Choose which accounts to add and how you want them named.

If you want to create an offline account instead, select + Offline Account at the bottom of the screen.

Tip: Use Advanced Options to select whether the account should download transactions, use Web Connect, or be manual.

After adding accounts, you can: