Some banks require that you request special sign-in information to view your account information in financial software programs such as Money or Quicken. If you already have sign-in information that allows you to see your account information in Quicken, contact your bank to see if there are any special steps required for you to access the account through Money.

Once you've converted your Quicken file in Money, you'll need to give Money your sign-in information for your online accounts. To learn more, see the related topics below.