To set up a manual account, click “My bank is not in the list” in the Add Account window, and then click Add Manual Account. (Note: this option may not be available for all financial institutions. For example, if you want to change from Quicken Connect to Direct Connect.
Instead, you will need to enter your transactions by hand. If you have selected Quicken Connect, you have these options: Change connection preference: Go to the Downloads tab, click Change Connection Type and follow the on-screen instructions. Next, click Check list again, and try once more to find your bank in the list of supported institutions. Quicken updates your list of supported financial institutions. If you can’t find yours in the list, try these two steps:
