Quicken® Personal Finance Software
Use Quicken personal finance software in two ways — Web Connect or Online Banking through Quicken.
Web Connect
Download your account information from Online Banking to your Quicken software. You use Online Banking to access your accounts. Learn more about Web Connect.
Online Banking through Quicken
Use your Quicken software to access Online Banking through Quicken.
What you can do
- Download your transactions and balances for your checking, savings and credit card accounts.
- Pay your bills online.
- Transfer funds between eligible accounts.
- See all your finances on one page.
- Contact customer service via secure online mail.
- Utilize the personal financial management tools that Quicken offers.
What it costs
Online Banking through Quicken personal financial software is free for the first three months, then it's only $9.95 a month. For business customers, it's $14.95 a month.
What you need to enroll
How to enroll
- Enroll online. If you already use Online Banking, you can enroll online. Sign Up to Access Online Banking through Quicken.
If you're not already using Online Banking, enroll now.
- Enroll with secure online mail. If you already use Online Banking, you can sign into Online Banking, select Mail and send a message to customer service, requesting enrollment in Online Banking through Quicken.
Connect to Quicken
Direct Connect is used for accessing your account information directly through your Quicken software.
What you need to get started
- Quicken 2007® (or a newer version) installed on your computer.
- Internet access.
- Microsoft Internet Explorer (MSIE). Quicken is embedded with MSIE.
- Your online ID (Quicken refers to this as the Customer ID).
- A passcode (Quicken refers to this as a PIN, or Personal Identification Number).
Set up your accounts in Quicken
In order to begin accessing your account information using Direct Connect, you must first set up your account(s) in Quicken. Refer to Intuit's User Guide for instructions specific to your version of Quicken for creating accounts and enabling them for Direct Connect access.
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