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Setting up your Password Vault

From: Quicken 2014 Essential Training

Video: Setting up your Password Vault

When you've entered accounts from multiple financial institutions into Rather than entering each password and select Setup New Password Vault.

Setting up your Password Vault

When you've entered accounts from multiple financial institutions into Quicken, you can end up being prompted for multiple passwords. Quicken provides a Password Vault feature that can help make your password management much more convenient and secure. Rather than entering each password individually, the Password Vault feature allows you to manage all your passwords simultaneously with a single vault password. An easy way to setup your Password Vault is to create your vault while you are saving a password in One Step Update, or when you are adding an account. Alternately, you can setup your Password Vault in the Tools menu.

In the Tools menu, click Tools, select Password Vault and select Setup New Password Vault. To setup password vault form One Step Update, click the One Step Update blue circular arrow in the top toolbar or in the account bar. In the One Step Update settings pop up window, type in a password for an account that you need to update. Check the Save check box that appears next to the password you entered. The Set up your Password Vault pop-up will appear. This will prompt you to set up a master password for your Password Vault. Even if you only have one bank account added to your Quicken software, it's handy to set up your Password Vault now, because any future financial institution passwords that you add can easily be saved to your Password Vault.

Create a Password Vault password that's at least six characters in length and reenter the password. Remember, this Password Vault password will protect all of your stored financial institution passwords. Once you've stored your password's in the vault, you'll only have to enter this vault password to update all your accounts in Quicken. Click the Update Now button in the lower right corner to update your accounts ,and click the Close button. The next time you open Quicken and update your accounts, you'll have to unlock your Password Vault.

Enter that master vault password here, and click Update Now. To manage your Password Vault settings, go to the Tools menu along the top of your Quicken window and select Password Vault and Add or Edit Passwords. Click Change Vault Password to change your main vault password. If you need to add, change or delete a password from one of your banks, click on the username for the account you need to revise. Click Add Password, Change Password or Delete Password, depending on which action you need to take. Follow the prompts in the dialog box that appears to Add, Change or Delete the Account password.

And click the Done button on the right to save your changes, or Cancel to cancel any revisions that you've made. The Password Vault feature is really handy. It can make Quicken's one step up date even simpler. If your financial institution requires you to change your password frequently, adding that account to your Password Vault may not be worth the trouble.

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This video is part of

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Quicken 2014 Essential Training

47 video lessons · 1473 viewers

Sally Norred
Author

 
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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