Datasheet

14
Part I: Zen, Quicken, and the Big Picture
Figure 1-3:
The What
Is The
Financial
Institution
For This
Account
window.
1. Identify the financial institution — usually a bank — by typing your
institution’s name in the text box provided.
As you type, Quicken displays a list of financial institutions that match
what you’ve typed so far. The more you type, the shorter the list of
possible matching institutions. If you see your bank or whatever listed,
select it. When you click the Next button, Quicken displays the next
Quicken Setup Center window, which simply enough asks whether you
want to download transactions and account balance information directly
from your bank’s Web site.
2. Tell Quicken whether you want to download transactions directly
from your bank or enter transactions manually.
If your bank provides Internet access to your bank account — and many
banks do — Quicken knows. And as a result, Quicken will, in a polite but
firm way, suggest that you save yourself a whole lot of headache by just
grabbing data from the bank’s Web site. I’m going to suggest, however,
that you maintain your account manually. You have plenty of time later
to find out how online banking works. (Online banking is really cool,
though. See Chapter 6 for more information.) To indicate that you’ll
manually set up your account, click the No I Don’t Have A User Name
And Password option, select Next, and then select the Continue I’ll Enter
My Transactions Manually option button. Note that Quicken may not get
into this online banking stuff if Quicken can tell that your bank doesn’t
support online banking.
3. Tell Quicken the name you want to use for the checking account.
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