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Quicken Upgrade Instructions

 

Quicken Financial Management Software

Printable VersionPrintable Version

Use Quicken® Personal Finance Products to easily track and manage your finances and assets all in one place—they're the perfect companion to online banking.

Visit your favorite in-store or online software retailer to purchase the desktop version of Quicken.

  • Quicken Versions
  • Getting Started

Quicken comes in customized versions to meet your individual needs when managing your finances.

  • Quicken Starter Edition
    Quicken Starter Edition makes it easy to see where your money is going
    and always know how much you have left over to spend or save
  • Quicken Deluxe
    Manage spending and save for the things you and your family really want with Quicken Deluxe
  • Quicken Premier
    Get the tools you need for smarter, simpler investment planning and portfolio management with Quicken Premier
  • Quicken Home & Business
    Manage your personal and business finances all in one place with Quicken Home & Business

What you need to get started:

  • Quicken Windows or Mac (newest version or two versions back) installed on your computer*
  • Your User ID and Password for your BB&T OnLine® account. If you are not already using BB&T OnLine, enroll now.
  • Monthly access fee:
    - $7.95 for personal clients
    - $9.95 for business or combined clients**

Getting Started Guides:

Quicken Windows

Quicken Mac

Direct Connect is used for accessing your account information directly through your Quicken software. In order to begin accessing your account information using Direct Connect, you must first set up your account(s) in Quicken. Refer to Intuit's User Guide for instructions specific to your version of Quicken for creating accounts and enabling them for Direct Connect access.


*Internet access required. Private Banking, Wealth Management, Elite Gold, Elite Classic, and SMART Money clients enjoy this service without a monthly fee. Software instructions and third-party provider information are provided by Intuit®.

**Combined clients are those who access online banking services for their business and personal accounts with one logon.

Branch Banking and Trust Company is a Member FDIC.


Copyright © 2012, Branch Banking and Trust Company. All Rights Reserved.
BB&T Complete Client Protection
Branch Banking and Trust Company and BB&T Financial, FSB; members FDIC.