![]() ![]() ![]() What if I can't find it in the list, or I want to enter transactions manually?.If you don't see what you are looking for, click Back and try again. If you see what you are looking for, go ahead and click the name of your bank or brokerage. After you type a few characters Quicken displays a list of possible matches. If your bank or brokerage is not listed on the screen, start typing its name. If your bank or brokerage is listed on the screen, click it. What is the name of your bank or brokerage? ![]() During the setup process you'll be asked a few questions.Click the Add Accounticon on the top right of the Account Bar.It provides some great tools for managing your loans and figuring out where you stand. After it's set up, click the loan name in the Account Bar to use the Quicken loan feature. When you set up a loan, Quicken creates a loan account that tracks the amount you owe, the length of the loan, the current interest rate, and your chosen method of payment. ![]()
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