How to Add a Chase Account to Quicken
By Jeff Grundy
If yours is like many businesses, you probably have multiple checking, savings and credit card accounts you use day to day. With several accounts, you know how difficult it can be to keep track of balances and transactions when you're busy running a business. Using Quicken helps you to balance your accounts and quickly recall transactions when needed.
Launch Quicken and then click "Accounts." Scroll down to and click "Add Accounts" from the drop-down menu.
Select the type of Chase account you want to add (i.e. Checking, Savings or Credit Card), and then click "Next."
Scroll down to and select "Chase" in the Financial Institution list. Alternatively, type "Chase" into the search box, press "Enter" and then click on "Chase" in the search results pane. Wait a few seconds for the pop-up login window to appear.
Enter your Chase online banking username and password when prompted. Enable the "Save Password" option, if you want Quicken to remember your Chase username and password when accessing the account. Click the "Connect" button to connect to your Chase account and allow Quicken to download all of the transaction data.
Click "Accounts," and then click on the "Chase" link. Click the "Login" button to log in automatically if you saved your Chase username and password. Otherwise, enter your Chase username and password manually and then click "Login."
After you log in to your Chase account from within Quicken, you can update the register by clicking "Update Now." You can also reconcile the account with your statement by clicking "Reconcile." Other options include "Edit Account Details" and "Transfer Money," which you can use to transfer funds between your Chase accounts or those with other banks. Finally, the "Reporting" section enables you to view informative reports from your Chase account, such as "Account Overview," "Banking Summary Report" and "Income/Expense Report."
Jeff Grundy has been writing computer-related articles and tutorials since 1995. Since that time, Grundy has written many guides to using various applications that are published on numerous how-to and tutorial sites. Born and raised in South Georgia, Grundy holds a Master of Science degree in mathematics from the Georgia Institute of Technology.