Create New File. Select New Quicken Account. Add Account.
I used Quicken 2007 for home and business (Windows version) for 10 years. Tried the upgrade to 2011 but went back to 2007 version as new features were just complications. Now we have switched to Mac computers and bought 2017 Quicken for Mac. Hugely disappointed, can’t even print a reconciliation statement along with the illogical interfaces. 2018-10-9 The 2019 release of Quicken is available now to members with current subscriptions at Quicken.com and at select retailers including Amazon, Best Buy.
Select Brokerage under Primary Accounts. Add Brokerage Account. Type American Funds in the window. Click Next. Add Brokerage Account (Continued). Enter your Social Security number and americanfunds.com password.
Click Connect. Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 8).
Accounts Added. Review the summary of accounts and transactions added to Quicken. Click Finish.