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Online Banking and Bill Pay with Quicken®

Keep your accounts in sync

Quicken is a simple way to better manage your finances

Streamline your financial life


Integrate

Set-up is easy, and the user-friendly functionality will help you take control of your finances faster and more efficiently. Use Web Connect to automatically launch Quicken.


Connect

Access with supported software and add your Wells Fargo accounts to Quicken for a real-time financial overview and easier money management.


Balance

Your accounts reconcile automatically. Who knew balancing your bank accounts could be so easy?


Access

View account balances and transactions directly through your Quicken software. You can also use the software to pay bills and make transfers. Additional fees apply.

Getting Started

Just add your Wells Fargo Online accounts to your Quicken software to connect.

1. Open your Quicken software.

2. Select Wells Fargo Bank as your Financial Institution.

3. Type in your Wells Fargo Online username and password.

1. In the first pop-up menu, select the account type, and click Next.

2. On the next screen, choose Wells Fargo Bank, and click Next.

3. To transfer funds, pay bills, or send and receive email from Wells Fargo, select Direct Connect from Connection Method, then click Next.

4. Type in your Wells Fargo Online username and password. Click Connect.

5. Verify your list of all accounts enabled for Quicken access. Select Finish.

1. Click the Update button, then One Step Update Settings.

2. Choose items to download from Wells Fargo.

3. Enter your Wells Fargo Online password.

4. Select Update Now to download transactions.

1. Select Reconcile from the Account Actions drop-down menu.

2. In the Reconcile Online Account dialog box, select Paper Statement or Online Balance.

3. If using Paper Statement, enter statement information, then click OK.

4. If using Online Balance, you can choose Auto Reconcile, then click OK.

5. In the Reconcile dialog screen, select Mark All, then click Finished.

1. Select Transfers, and choose the account from which you will transfer money, the account to transfer to, the amount to transfer, then Enter.

2. To send transfer request to Wells Fargo, click Update/Send.

1. Go to the Online Center found under the online drop-down menu.

2. Click the Payments tab, and choose a payee from the drop-down menu and a dollar amount.

3. If the payee is not on the list, then click the Payees tab, and add the payee.

4. Enter date to pay and amount, then click Update/Send. The One Step Update dialog box will open.

5. Check the boxes of the payments, transfers or download transaction requests to send to Wells Fargo.

6. Enter your Wells Fargo Online password.

7. Click Update Now to send payment.