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Quicken 2005 Setup Instructions

You may wish to print these instructions for easier reference.

Quicken System Requirements

To use Quicken 2005, you need a First Horizon Priority Checking Account, Windows 95 or higher, Quicken 2005, and Internet access with a 128-bit encrypted browser.

Before you Begin

Before you can enable Quicken for online access with your First Horizon accounts, you will need the following:

If you already have an existing Quicken 2005 file that you now wish to set up for online services with First Horizon, back up your Quicken file and then skip to the section below entitled "Enabling your Existing Quicken 2005 File for Online Services". If you are using Quicken 2005 for the first time, proceed to the next section entitled "Setting Up Quicken 2005 for the First Time".

Setting Up Quicken 2005 for the First Time

  1. While connected to the Internet, open Quicken 2005.
  2. When opening Quicken 2005 for the first time, you are prompted for the Quicken Guided Setup. Click through “Next Step” options to personalize Quicken, set your goals, and add your accounts.
  3. When adding your accounts, be sure to type the name of the Financial Institution as "First Horizon" in the Financial Institution field. Continue by clicking "Next". You will be asked, "How do you want to setup your First Horizon accounts?" Select "Online" and click "Next".
  4. Enter your Customer ID and PIN, and click “Next”. Your Customer ID is the Username you created in the online enrollment and your PIN is the Password that you chose during enrollment. Quicken will connect to First Horizon and bring in all accounts that are enabled for Online Services. Here you will name your accounts. After naming your accounts, click on “Next” and you will see if downloads are available, click next to download your information. When your download is complete Click “Done” to exit the wizard.
  5. Complete Guided Setup and begin using Quicken

Enabling Your New Quicken 2005 Accounts for Online Services

  1. Verify that First Horizon is the Financial Institution for your First Horizon accounts.
  2. There is a section below the register of the account you want to activate for transaction download, with an entry field for Customer ID and PIN. Your Customer ID is the Username you chose during online enrollment and your PIN is the password you chose during enrollment. After entering the Customer ID and PIN, click on “Set up Now”.
  3. Quicken will then update the financial institution and bring in your online accounts. Select the downloaded account that matches your quicken account and click next. Quicken will display all other online account and ask you to match them to existing quicken accounts or to add a new Quicken account (you will be prompted to create an account name) click next. Quicken will confirm all accounts are matched and prompt you to click “Next” to download transactions.
  4. The Online Update Summary page will indicate the information retrieved from the bank for each account. Quicken may offer you a “Go to Register” button for requiring your attention. This will bring you to the register screen where the transactions can be accepted. You will need to review these downloaded transactions to make sure they are properly matched to transactions in your existing register. When you have finished accepting the selected downloaded transactions into your register, click “Done”. If you have additional accounts with transactions to accept, the account will be identified by a flag next to the account name in the Cash Flow Center located in the upper left next to register.
  5. Congratulations! Your Online Setup of Quicken 2005 is complete. Welcome to First Horizon Online!

Transferring Funds Online Using Quicken 2005

  1. To transfer funds from one First Horizon account to another First Horizon account, go to the Online Center by selecting "Online Center" from the "Online" pull-down menu.
  2. At the Online Center, select the "Transfer" tab.
  3. Select the "From" account, the "To" account, and enter the amount to transfer. Then click "Enter."
  4. Click the "Update / Send..." button to send the transfer instruction to First Horizon.

Setting up an Online Payee with Quicken 2005

  1. From the "Online" pull-down menu, choose "Online Payee List".
  2. At the "Online Payee List" screen, click "New" in the upper left corner.
  3. Enter the required fields, and select "OK."

Creating an Online Bill Payment with Quicken 2005

  1. From the "Online" pull-down menu, select "Online Center".
  2. At the Online Center, select the "Payments" tab.
  3. Specify the Date, Online Payee, Amount, and the Memo (optional), and click "Enter."
  4. Click the "Update / Send..." button to send the Online Bill Pay instruction to First Horizon.

Need More Help?

  1. Refer to the Quicken Help section in the software.
  2. Go to the Intuit support site: http://www.intuit.com/support/quicken/
  3. Call Online Financial Services at (888) 382-6654.
  4. NOTE: Beginning April 2005, Intuit will no longer support Quicken versions 98, 99, and 2000. First Horizon customers using these versions will not be able to download transactions or pay bills through Quicken. We recommend that you upgrade your software to a newer version.

*****NOTICE*****

  1. Mortgages and Loans are not recognized online account types. You will not be able to view these accounts as online accounts using Quicken.
  2. Quicken software does not allow for bill payments from credit card accounts