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  • Update Online Accounts: Click the Update Accounts icon at the top of the sidebar. You can see when the accounts were last updated immediately below the update button.
  • You can also choose Accounts > Update All Online Accounts from the Quicken menu.
  • Note: If you're using Bill Pay, when you click this update button you'll also have the option to send any outstanding Bill Pay transactions to your bank for processing.

Learn more about the transaction download status icons displayed in your account register.

Download transactions for a single account

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  1. Select the account you want to update in the sidebar.
  2. From the Quicken menu, click Accounts > Update Selected Online Account.
    • In addition to updating the selected account, Quicken updates any other accounts you have at the same institution under the same user name. For example, suppose you have both a checking account and a savings account at Acme Bank, and you access both accounts with the same user name and password. If you open your checking account in Quicken and click Update, Quicken downloads your transactions for both the checking and the savings account.
    • This only happens for accounts under the same user name. For example, suppose both you and your spouse have checking accounts at Acme Bank, and you are tracking both of those accounts in Quicken, but you use different user names and passwords to access your accounts. In that case, when you open your checking account in Quicken and click Update, Quicken only downloads data for your checking account and not your spouse's.

Learn more about the transaction download status icons displayed in your account register.

Identify New Transactions

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  • Set the Status filter in your register's filter bar to Last Downloaded to see only transactions that were downloaded during the last update.
  • Set the Status filter in your register's filter bar to Not Reviewed to see downloaded transactions that you have not yet reviewed. Reviewing a transaction is optional.

Learn more about the transaction download status icons displayed in your account register.

Match downloaded transactions

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