Managing Your Personal Finances with Quicken [Electronic resources] : Visual QuickProject Guide نسخه متنی

Set Up Online Accounts

Chapter 2 for more details). Enter the information requested in the login screen, then click Next. In this example, Wells Fargo Bank uses the Direct Connect method, which requires my Social Security number (as the account name) and the PIN that the bank sent to me. Your financial institution may require different information.

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Quicken connects to your financial institution, and confirms that your account name and PIN are correct. Many financial institutions require that you change the PIN at this time, and will display a screen where you put in a new PIN. Enter and confirm the new PIN, and then click Next.

If you have multiple accounts at the financial institution, Quicken will detect them and ask which of the accounts you want to use. Choose the account from the pop-up menu, and then click Next.

If there are additional accounts and your financial institution uses Direct Connect, Quicken may ask you to match the financial institution accounts with your Quicken accounts. If you don't want to do that, choose Do not use this account in Quicken from the pop-up menu. Otherwise, choose an account from the pop-up menu next to each account Quicken found, then click Next.

Quicken shows you a summary screen with a list of the accounts that you have online-enabled. Click Done. Quicken automatically connects to your financial institution and downloads all transactions from the last 60-90 days, then displays the Online Update Summary dialog.

See the compare transactions section later in this chapter to learn how to deal with the downloaded transactions.

To online-enable an existing account for the Mac, click the Banking tab on the Toolbar, then choose Lists > Accounts. The Accounts list appears.

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From the Financial institution pop-up menu, choose Select financial institution. Quicken will connect to the Internet and update the list of financial institutions, then will display the Financial Institutions window.

Scroll through the list to find your financial institution, click to select it in the list, then click Use. Quicken will ask for your Customer ID and PIN.

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Many financial institutions require that you change the PIN at this time, and will display a screen where you put in a new PIN. Enter and confirm the new PIN, and then click OK.

If you have multiple accounts at the financial institution, Quicken will detect them and display the Review Accounts dialog, asking which of the accounts you want to use.

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If you don't want to online-enable an account, uncheck it in the list. For accounts you want to online-enable, choose the Quicken account you want to associate it with using the pop-up menus in the Store in the Quicken Account column. When you're done, click OK.

Quicken connects to your financial institution and downloads the recent (60-90 days, depending on your institution) transactions for the selected accounts. The Download Transactions screen appears; see the compare transactions section later in this chapter to learn how to deal with the downloaded transactions.