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Adding PerkStreet Financial to Quicken 2013

  • November 26, 2012
  • Nathan
  • Articles
  • 2 Comments

Problem

Adding Perkstreet Financial to Quicken 2013

I just bought Quicken Deluxe 2013 to help manage my personal and business finances. I am a big fan of PerkStreet Financial and wanted to add it as an account to Quicken 2013. When I tried typing PerkStreet into the add account input field there was no bank to be found under that name. This was quite frustrating.

Solution

After you click add account button, instead of typing PerkStreet Financial, type “The Bancorp Bank” into the add bank input field.

The bank came right up and after I typed out my two security phrases, my PerkStreet Account synced with Quicken 2013.

Software Windows 7

Nathan

An avid Web Designer and Developer enthusiast. Enjoys finding quick and easy ways to create and organize web code.

  • Joseph E Shrock

    I was wondering if the Quicken Bill pay would sync/work with PerkStreets’ (or Bancorp banks’) billpay feature? Does anyone have any experience with this, The PerkStreet billpay service is free from what I understand and if I was able to use it thur quicken I would then not have to pay the $9.99 monthly Quicken billpay service.

  • tony

    mine is giving me a notice saying it can’t download from it. did it do the same to you at first or did it connect instantly?

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Recent Comments
  • tony said: mine is giving me a notice saying it can't downloa ...
    [81 days ago] 
  • Joseph E Shrock said: I was wondering if the Quicken Bill pay would sync ...
    [103 days ago] 
  • Brian Lee Jackson said: Glad it helped :) Nathan wrote that article. I'l ...
    [270 days ago] 
  • ragnar said: awesome, finally somebody explains how to do it in ...
    [270 days ago] 

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