Access My Quicken Account

Quicken is a financial management software tool that helps you keep track of and manage your money.

  • Import your transaction data and account information from U.S. Bank
  • Reconcile downloaded transactions with your online software register
  • Schedule and pay bills to almost anywhere in the United States

Quicken’s subscription is backed by something they call the Data Access Guarantee, which insures you’ll always be able to access your financial data. From that page, with my emphasis added: whether you renew your subscription or not, you’ll always have full access to and ownership of your data.

Accessing your account information with Quicken

There are two ways to use your software:

  1. Online Download. There are no fees if you log in to Online Banking and export your account information manually into Quicken.
  2. Direct Connect with Bill Pay. Automatically download your transaction information and pay bills directly with Quicken. The first two monthly service fees are waived as long as you connect at least once during that time, after which you will be charged a service fee of $3.95/month.

How do I get Direct Connect with Bill Pay access?

You must have a U.S. Bank Checking account and a U.S. Bank Debit Card to qualify for Direct Connect access. As U.S. Bank does not sell or distribute Quicken software, you will need to purchase it prior to enrollment.

Download game ultraman fighting evolution 3 ps2. To enroll in Direct Connect with Bill Pay, please call U.S. Bank Technical Support at 800.987.7237 and select option 2.

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I'll be going on vacation. Quicken is on my desktop computer. I'll have my laptop with me. What is the best way to access my account? Do I need to add the Quicken program to my laptop or can I access it online?

Best Answer

  • Accepted Answer
    If you're syncing with the Quicken Cloud, you can go to app.quicken.com and sign-in with your Quicken ID and password and see what's synced.
    You can also install Quicken on your laptop and copy your data file from the desktop when you're going on vacation. When you return home, you can copy your data file back to the desktop from the laptop.
    5

Answers

  • edited July 2019
    Actually, you can either add it to your laptop, or access online.
    BUT, the online version won't have several of your accounts (investments comes to mind) AND, it will only include the last 2 years or so of your info.
    Lastly, the upload of that last 2 years will take several hours on a fast connection.
    SO, how do you want to proceed .. and we can further assist.
    OH, also, what Build do you have on your computer? In QWin, do HELP, About Quicken & in QMac, do Quicken, About Quicken for this info.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired 'Certified Information Systems Auditor' & Bank Audit VP
  • edited July 2019
    NotACPA,
    I have Windows. I suppose I was thinking just accessing it online as I only need to really do this just a few times a year. I could add the program as well if that is easier.
    I'm not all that computer intelligent. I saw in the program the mobile & web and that I'm synced with the Cloud, I was wondering if I log on somewhere if it's already there..but really don't know which is best or how to do it.
    If I would use the program, would my current account be recognized as it is today? If I don't use that laptop for 6 months, would I have to go back and accept a multitude of transactions for 6 months or would it somehow be current as I use the desktop everyday?
    I really don't know which way is better, so what would you suggest?
    Also, if investment accounts would be missing..well, that is the only thing I use Quicken for is to watch investment, retirement accounts.
  • Accepted Answer
    If you're syncing with the Quicken Cloud, you can go to app.quicken.com and sign-in with your Quicken ID and password and see what's synced.
    You can also install Quicken on your laptop and copy your data file from the desktop when you're going on vacation. When you return home, you can copy your data file back to the desktop from the laptop.
    5