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Quicken Customer FAQ

Top Answers & How-to Guides

What is Quicken's Phone Number?

The question we are asked most often is about how to talk to Quicken customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

How Do I Find My Checking Account and Routing Number with Quicken?

If you have Quicken's software downloaded on your computer on laptop you'll be able to easily find your checking account and...

Can I import data from other financial software into Quicken?

Quicken does allow users to import data from various financial software, supporting file formats like QFX, OFX, QIF, and CSV....
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Recent Quicken Customer Questions

Download Transactions into quicken from Discover Credit Card

To download transactions from your Discover Credit Card into Quicken, follow these steps: 1. Sign in to your Discover credit card account online. 2. Go to the "Manage Transactions" area. 3. Select the account you want to download transactions for. 4. Choose a time period for the transaction history you want to import. 5. Select "Download" and choose the format as Quicken (QFX file). 6. Save the file to your computer. 7. Open Quicken and go to "File," then "File Import." 8. Choose "Web Connect (.QFX) file," then find and open the file you just downloaded from Discover. All selected transactions should now be in Quicken.
Asked Mar 27, 2024 7:06 PM

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Product Features

What Are the Pros and Cons of Using Quicken?

Quicken is a personal finance software that allows individuals to take control of their finances. It will enable you to see all...
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What are the system requirements for Quicken?

Quicken specifies that Windows users need at least Windows 10, 4 GB of RAM, and 1 GB of hard disk space, while Mac users need...
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Can I track investments in Quicken?

Quicken has comprehensive features for tracking a variety of investments including stocks and bonds. It allows users to monitor...
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What types of reports can I generate with Quicken?

Quicken provides various report types for financial analysis, including income and expense reports, net worth reports,...
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Can Quicken help me with budgeting?

Quicken is equipped to assist with budgeting by offering tools for users to create and monitor their budgets. It allows...
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What are the features of the mobile app for Quicken?

The Quicken mobile app includes features such as real-time account balance viewing, budgeting tools, transaction logging, and...
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What features are included in the latest version of Quicken?

The newest version of Quicken includes advanced budgeting tools for detailed expense tracking, improved investment monitoring...
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Account and Data Management

How Do I Find My Checking Account and Routing Number with Quicken?

If you have Quicken's software downloaded on your computer on laptop you'll be able to easily find your checking account and...
Read more

Can I import data from other financial software into Quicken?

Quicken does allow users to import data from various financial software, supporting file formats like QFX, OFX, QIF, and CSV....
Read more

Can I access Quicken online?

Quicken mostly works as desktop software, but users can access their financial data online through a web portal if they have...
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How do I back up my Quicken data?

To back up Quicken data, users should open the application and go to the "File" menu to select "Backup." They can choose a...
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How do I link my bank accounts to Quicken?

To connect bank accounts to Quicken, open the application and go to the Accounts tab. Choose the "Add Account" option, select...
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Can I access my Quicken data if I switch to a different computer?

Users can access Quicken data on a new computer by backing up the data file, installing Quicken on the new machine, and...
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How do I delete an old account from my Quicken software?

To remove an old account from Quicken, users should open the software, find the account list, select the desired account,...
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Support and Community

Can I use Quicken on multiple devices?

Quicken supports access across multiple devices, allowing users to sync data via a cloud service. Active subscriptions are...
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Is there customer support available for Quicken users?

Quicken offers multiple customer support options, such as online articles, community forums, and live chat or phone assistance....
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What should I do if I encounter errors while using Quicken?

When facing errors in Quicken, users should note the specific message, utilize the Help feature for troubleshooting advice,...
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Is there a community or forum for Quicken users?

Quicken users can access a lively community through the official forum on the Quicken website, where they can ask questions and...
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Functionality and Automation

Is Quicken compatible with online banking?

Quicken is compatible with various financial institutions, enabling direct connections for automatic transaction downloads from...
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How can I categorize my transactions in Quicken?

Categorizing transactions in Quicken is simple. Users open their account, select a transaction, and either choose an existing...
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Is there a way to automate bill payments using Quicken?

Quicken facilitates bill payment management through its bill tracker, allowing users to organize due dates and set reminders....
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How do I share my Quicken data with a financial advisor?

To share Quicken data with a financial advisor, users can export data into formats like CSV or QXF. Alternatively, they might...
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How do I set up an investment account in Quicken?

Setting up an investment account in Quicken involves navigating to the Account List under the Tools menu, selecting "Investment...
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We look to the Quicken issues that customers have reported to GetHuman to decide which questions are the most common and how much time to spend researching how to solve them.
Quicken issues reported to GetHuman

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