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Quicken 2006 for Mac Setup Instructions

You may wish to print these instructions for easier reference.

Information You'll Need to Get Started

To download your transactions with Quicken for Mac, you must have a First Horizon checking account, Mac OS X, and Internet access. In addition, before you can set up your Quicken accounts to use transaction download or online bill payment services, you will need to enroll at www.FirstHorizon.com/enrollment. The information you will need to know to complete these instructions are:

When you have received the necessary information, this guide will show you how to activate your accounts for online services. For step-by-step help with an online task, choose Online Banking from the Quicken Help menu.

Checking for Updates to Quicken for Macintosh

To download and install the latest update to Quicken for Macintosh, from the Quicken 2006 menu, select Check for Updates and follow the on-screen instructions.

To setup a New Quicken Account proceed to the next section titled "Creating a New Quicken Account".

Creating a New Quicken Account

  1. From the File menu, select New Account
  2. In the window that appears start typing First Horizon. Once First Horizon is selected in the list click Continue.
  3. In the next window click Continue to accept the Online option.
  4. Enter your Customer ID and PIN in the next window. Quicken goes online to retrieve your account information.
  5. Click on Select an account to specify a Quicken account name or use an existing Quicken register if you are presently manually entering transactions. Click Continue when you have specified how Quicken should handle each online account.
  6. Click Continue to create all the account registers and download transactions into Quicken. Congratulations! For instructions on downloading account information on an on-going basis, see the "Keeping Your Quicken Accounts Up-to-Date" section.

Keeping Your Quicken Accounts Up-to-Date

  1. From the Online menu, select Download Transactions.
  2. Choose First Horizon from the Financial Institution pop-up menu.
  3. Click Download.
  4. Enter your PIN Vault password or click Bypass PIN Vault and enter the PIN assigned to you by First Horizon for use with Quicken.
  5. Quicken connects to the Internet and downloads your transactions for all online accounts at First Horizon that you have set up in Quicken.

Need More Help?

*****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