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- After you've successfully added your accounts and connected to your financial institution, you'll see the account names added in the sidebar along with their current balances. Click an account name to view its transactions downloaded from your financial institution.
- If you set up a manual account, you need to manually enter your transactions, add categories and maintain your account balance.
- We strongly recommend downloading from your financial institution to get the most out of Quicken. If you have problems or decide you'd like to maintain your account manually later, you can always turn off downloads from the Account Settings sheet.
Note: Learn more about configuring your account settings and download options.
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