Specify how you want Quicken to connect to your bank. Select your bank from the list and click Options.The screen to select your bank is displayed. Click the Set up transaction download button. In the At your financial institution section, define the settings to download transactions.You can hide the account, keep it separate or mark it as closed under the Account Display section.For Scheduled transactions, specify what transactions you would like to see in your register.Specify the required account name, description, currency, and account type in their respective fields.Alternatively, you can navigate from the Quicken menu and click Accounts > Settings. Click the Settings icon on the lower right side of the accounts register.You can configure these settings after you add an account in Quicken. If required, you can use the same window to edit these settings. This topic provides detailed information on how to configure your account settings.
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