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Quicken® FAQ


Quicken — Ameriprise Bank
What versions of Quicken are supported?

Ameriprise supports both Windows (2009 and later) and MAC (2005, 2007 and 2010) versions of Quicken.

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What type of bank accounts can I download into Quicken?

Bank accounts held directly with Ameriprise Bank can be downloaded into Quicken. If you have an Ameriprise ONE® Financial Account, refer to the Investments tab on this page for download instructions. Information on features associated with an Ameriprise ONE Financial Account, such as Overdraft Protection or Personal Savings Accounts, cannot be downloaded into Quicken.

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How do I download my bank account into Quicken?

As soon as you have created your profile on Quicken and have registered your accounts on the My Financial Accounts website, follow the steps below.

  1. Open Quicken.
  2. Go to ameriprise.com and login to My Financial Accounts.
  3. From the Overview page, find the account you would like to download and click on the account name or nickname to view account details.
  4. From the account details page, click on the Download Data link, located in the Actions section on the left.
  5. On the Download Account Data page, select the desired date range for the information needed.
  6. Click Download.
  7. Click on the Continue button in the pop-up window. NOTE: Some computers may block the pop-up window; make sure your browser is set to allow the pop-up.
  8. You will be prompted to Open or Save the file. If you select Open, account information will be downloaded to Quicken on your computer. If you select Save, you may save the EXPORT.QFX file to your computer and use Quicken to open the file later.
  9. In the Create a New Quicken Account field, you can either leave the name as the default or add a nickname to the account. Once complete, click Import/Continue.

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Can I download more than one account into Quicken?

You can download as many accounts as you would like into Quicken. If you have already downloaded one account from your profile, remain on the Download Account Data page and select another account from the dropdown. Then, follow steps 5-9 above to have the account information appear.

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How much history can be downloaded?

You can download the previous 18 months of history for your bank accounts into Quicken.

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How do I reconcile transactions if I just set up a new profile?

When Quicken has recognized a new transaction that has not been accepted, it will provide the user with a red flag. Click on the account number and navigate to the Transactions tab. At the bottom of the page you will see transactions that need to be reviewed. You can either accept all transactions or review each transaction individually. Once this is complete, the account should be reconciled.

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What if I'm unable to download information from my accounts into Quicken?

There are multiple reasons why the download could be unsuccessful. For troubleshooting help, please see Issues When Downloading From Your Financial Institution's Web Site, available on the Quicken website.

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How can I get Quicken assistance?

Intuit, the maker of Quicken, has many options available for assistance with your software.

  • For help with a Quicken installation, data conversion or product defect, please visit the Quicken Support website.
  • From within Quicken, you can choose Help from the menu bar. Scroll through the index for your topic or search by entering words and phrases.

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Can I convert my accounts from Microsoft® Money to Quicken?

If you are a former Microsoft Money user, you can convert your Microsoft Money files to Quicken. For more information, visit the Quicken Support website and type "Microsoft Money" into the Search box.

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Quicken — Investment Accounts
What versions of Quicken are supported?

Ameriprise supports both Windows (2009 and above) and MAC (2005, 2007 and 2010) versions of Quicken.

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What type of investment accounts can I download into Quicken?

You can download your brokerage accounts into Quicken.

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How do I download my brokerage account ending in 021 into Quicken?

As soon as you have created your profile on Quicken and have registered your accounts on the Online Brokerage website, follow the steps below.

Add an account – Windows (Quicken 2011)

  1. On the main page of Quicken click on the Add Account button.
  2. Select the Brokerage radio button and click Next.
  3. Type “Ameriprise Brokerage” in the “Enter the name of your brokerage” text field and click Next.
  4. Enter your Ameriprise Brokerage User-ID and Password combination and select Connect.
  5. Click Finish on the Accounts Added pop-up.
  6. Select your investment account from the Investing menu.
  7. A New Data Download box will appear. Determine if you would like to review all of your transactions or accept all of your transactions.
    • To accept all transactions, select the Accept All radio button and click Next.
    • To review all transactions:
      • Select the Review First radio button and click Next.
      • Review each transaction and select Accept or Edit.
      • If you would like to accept all transactions, there is a button on the bottom right of the page that will allow you to do so.
  8. Enter the cash balance on the account as of the "as of" date listed and click Done.

Add an account – Windows (Quicken 2009, 2010)

  1. On the main page of Quicken click on the Add Account button.
  2. Select the Investing/Retirement radio button.
  3. Select the Standard Brokerage radio button and click Next.
  4. Make sure the "No, the account is at a different institution or has a different log in" radio button in selected and click Next.
  5. Type “Ameriprise Brokerage” in the “Enter the name of your brokerage” text field and click Next.
  6. Select the “Yes, connect to Ameriprise Brokerage through Quicken" radio button and click Next.
  7. Enter your Ameriprise Brokerage User-ID and Password combination and select Next.
  8. After the download is complete, select up to 6 accounts for which you would like to download account information by placing a checkmark in the box.
  9. After you have selected your accounts and entered a nickname (optional), click Next. Note: It is optional to enter a nickname for the account. If you choose not to enter one, the account number will be used to identify the account.
  10. If you have not selected a Vault password, you have the option to create one now.  To do so, follow the Quicken steps for completing the Vault password option. To skip creating a Vault password, select No and click Next.
  11. On the Account Set Up tab, click Done.
  12. On the Set Up page, click on the account number/nickname of an account you just downloaded (if more than one).
  13. Determine if you would like to review all of your transactions or accept all of your transactions.
    • If you “Accept all” go to step 15.
    • If you “Review all”:
      • Review each transaction and select Accept” or Edit.
      • If you would like to accept all of your transactions, there is a button on the bottom right of the page that will allow you to do so.
  14. Enter the cash balance on the account as of the "as of date" listed.
  15. Accept the positions listed.

Add an account – MAC (Quicken 2010)

  1. On the main page of Quicken, click on the “+” drop-down in the lower left-hand corner. Select “Investments and Brokerage” from the drop-down.
  2. Find Ameriprise Brokerage in the Results list, click Continue.
  3. Enter your User-ID and Password combination and click Continue.
  4. On the Account Found page, validate that the accounts appear correctly, and click Continue.
  5. On the Account Added page, click Finish.

Add an account – MAC (Quicken 2005, 2007)

  1. On the main page of Quicken click on the Add Account button.
  2. Click on the “+” drop-down in the lower left-hand corner. Select “Investments and Brokerage” from the drop-down.
  3. Find Ameriprise Brokerage in the Results list, click Continue.
  4. Enter your User-ID and Password combination and click Continue.
  5. On the Account Found page, validate that the accounts appear correctly, and click Continue.
  6. On the Account Added page, click Finish.

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How do I download my brokerage account ending in 133 into Quicken?
  1. Open Quicken.
  2. Go to ameriprise.com and login to My Financial Accounts. NOTE: If you have not previously logged into My Financial Accounts, the User-ID and Password you use to log in to ameriprise.com/brokerage will also give you access to My Financial Accounts.
  3. From the Overview page, find the account you would like to download and click on the account name or nickname to view the account details.
  4. From the account detail page, click on the Download Data link, located in the Actions section on the left.
  5. On the Download page, select the desired date range for the information needed.
  6. Click Download. New account information will be downloaded to Quicken on your computer.

Please refer to your Quicken user guide for instructions on how to transfer your historical investment information, such as cost basis, from your current account to your new account.

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Can I download more than one account ending in 021, or ending in 133, into Quicken?

For Ameriprise Brokerage accounts ending in 133, you can download as many accounts as you would like into Quicken. If you have already downloaded one account from your profile, remain on the Download page and select another account from the dropdown. Then follow steps 5-6 above to have the account information appear.

For Ameriprise Brokerage accounts ending in 021, Quicken allows up to six accounts to be downloaded per User-ID and password.

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What can I do if my account has been converted from an account ending in 021 to one ending in 133?

Please see How do I download my brokerage account ending in 133 into Quicken?

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How much history can be downloaded?

You can download up to 90 days worth of transactions for your brokerage accounts ending in 021 and up to 360 days for your brokerage accounts ending in 133.

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How do I reconcile transactions if I just set up a new profile?

When Quicken has recognized a new transaction that has not been accepted, it will provide the user with a red flag. Click on the account number and navigate to the Transactions tab. At the bottom of the page you will see transactions that need to be reviewed. You can either accept all transactions or review each transaction individually. Once this is complete the account should be reconciled.

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What if I'm unable to download information from my accounts into Quicken?

There are multiple reasons why the download could be unsuccessful. For troubleshooting help, please see Issues When Downloading From Your Financial Institution's Web Site, available on the Quicken website.

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What if I have duplicate or missing transactions?

From time to time, it might appear that you have a duplicate or missing transaction in your register.

Duplicate Transactions: This may occur after you received a new download, and the transaction didn't match during the normal matching procedure. The fastest way to solve this problem is to:

  • Review your register.
  • Find a duplicate that matches another item in the register.
  • Manually clear one of the duplicates and delete the other duplicate item.

Missing Transactions: This may occur after you received a new download, and you chose not to accept a transaction during the matching procedure. The fastest way to solve this problem is to:

  • Add the item to your register manually.
  • Mark it as "cleared."

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How do I manage Quicken error messages?
OL-301

There are several reasons you may get this message.

  • We have identified an issue in which transactions classified as income transactions are rejected when downloading information into Quicken from My Financial Accounts. We are working to fix this issue.
  • The cause of this error message might be that the account has no balance, the site may be updating or the account is disabled. If your account is not funded, the download function will not work until a balance is present. If your account is disabled, please call customer service at 800.862.7919 for assistance in resetting the password. If the site is updating, you can try back 15 minutes later.
OL-301-A

You may be receiving this error because your system time is most likely incorrect from the switch back to standard time from daylight saving time.
OL-302-A

This error occurs when the account number has been incorrectly entered. To resolve, you must first disable the account by following these steps:

  • Select the account you want to edit on the account-list screen, and then click Edit.
  • Click the Online Services tab.
  • Click Deactivate next to the service you want to disable.
  • Click Yes to the message "Would you like to disable this service?"
  • Click Yes to the message "You are about to delete online setup information for a Quicken online account."

The Account Details window will refresh and the service will show as available. If you have multiple accounts, you will need to perform these steps for EACH account. You will then need to enter a completely different User ID and Password into Quicken and save the changes; if you do not enter a different ID and Password into Quicken, it will not accept the changes. After you have entered a different ID into the program, saved the changes and exited, you will then be able to reopen Quicken and change the User ID and Password to the correct, lowercase version. After saving the changes, closing and exiting the program, you should be able to download without difficulty.
OL-304

This error occurs when an account has been set up incorrectly in Quicken. To resolve this, verify that the account information you have entered in Quicken is correct. An incorrect account number, account type, or routing number may have been entered when the account was enabled for online services in Quicken. Passwords and IDs must be entered as lowercase and Passwords cannot be more than sixteen characters long.

If you received this error after upgrading from a previous version of Quicken, remove and then re-enter your account number without dashes or spaces. However, if you have outstanding repeating online payments or payments that have been created but not yet transmitted to your financial institution, Quicken will not allow you to modify your account information until you have deleted these payments.
OL-306

This error occurs when the account number has been incorrectly entered. To resolve, please follow the steps listed under error OL-302-A above.
OL-332

This error is the result of the ID and/or Password stored in Quicken being incorrect, or in the incorrect case.
OL-334

This error occurs when the ID has been locked out after three failed attempts to log in. To fix it, you need to have the password reset, so please call customer service at 1 (800) 862-7919 for assistance.

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How can I get Quicken assistance?

Intuit, the maker of Quicken, has many options available for assistance with your software.

  • For help with a Quicken installation, data conversion or product defect, please visit the Quicken Support website.
  • From within Quicken, you can choose Help from the menu bar. Scroll through the index for your topic or search by entering words and phrases.

Back to top

Can I convert my accounts from Microsoft Money to Quicken?

If you are a former Microsoft Money user, you can convert your Microsoft Money files to Quicken. For more information, visit the Quicken Support website and type "Microsoft Money" into the Search box.

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Quicken — MasterCard Accounts
What versions of Quicken are supported?

Ameriprise supports both Windows (2009 and later) and MAC (2005, 2007 and 2010) versions of Quicken.

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What type of MasterCard accounts can I download into Quicken?

You can download your Ameriprise MasterCard® accounts into Quicken.

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How do I download my MasterCard account into Quicken?

As soon as you have created your profile on Quicken and have registered your accounts on the My Financial Accounts website, follow the steps below.

  1. Open Quicken.
  2. Go to ameriprise.com and login to My Financial Accounts.
  3. From the Overview page, find the account you would like to download and click on the account name or nickname to view the account details.
  4. From the account details page, click on the Download transactions into your financial software link.
  5. Select Quicken from the Download Format drop-down menu.
  6. Enter your preferred beginning and ending dates.
  7. Click on the Download button.
  8. You will be prompted to Open or Save the file. If you select Open, account information will begin downloading to Quicken. If you select Save, you may save the .QFX file to your computer and work on it later.
  9. If you decided to open the file and this is the first time you have downloaded information for this account, or if Quicken does not recognize the account, Quicken will ask you to identify the account.
    • If you have already set up a Quicken profile for this credit card account, click "Use existing Quicken account," and choose the account from the pop-up list.
    • If you have not yet set up a Quicken profile for this credit card account, click "Create a new Quicken account," and enter a nickname.
  10. Click Continue. Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete.
  11. At this point, you can download transactions from another account (see below), continue with your online session, or log out.

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Can I download more than one account into Quicken?

You can download as many accounts as you would like into Quicken. If you have already downloaded one account from your profile, remain on the MasterCard page and click the title of the next MasterCard you want to download, from the titles at the top of the page. Then follow steps 4-11 above.

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How much history can be downloaded?

You can download the previous 14 months of history for your MasterCard account into Quicken.

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How do I reconcile transactions if I just set up a new profile?

When Quicken has recognized a new transaction that has not been accepted, it will provide the user with a red flag. Click on the account number and navigate to the Transactions tab. At the bottom of the page you will see transactions that need to be reviewed. You can either accept all transactions or review each transaction individually. Once this is complete, the account should be reconciled.

Back to top

What if I'm unable to download information from my accounts into Quicken?

There are multiple reasons why the download could be unsuccessful. For troubleshooting help, please see Issues When Downloading From Your Financial Institution's Web Site, available on the Quicken website.

Back to top

How can I get Quicken assistance?

Intuit, the maker of Quicken, has many options available for assistance with your software.

  • For help with a Quicken installation, data conversion or product defect, please visit the Quicken Support website.
  • From within Quicken, you can choose Help from the menu bar. Scroll through the index for your topic or search by entering words and phrases.

Back to top

Can I convert my accounts from Microsoft Money to Quicken?

If you are a former Microsoft Money user, you can convert your Microsoft Money files to Quicken. For more information, visit the Quicken Support website and type "Microsoft Money" into the Search box.

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