What if I don’t enter the name of my bank? (Keep the info that’s already here? Quicken needs to know your bank or brokerage name to find out if it can download transactions for you. Why does Quicken want to know my bank name? 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.
