Before you can download transactions into an account, you need to activate it for online services. After an account has been activated, it's easy to keep its transactions and balance up to date.
Update a single account
- Open the account you want to update.
- Click
(the Account Actions icon), and then choose Update Now.Note: If you don't see Update Now in the menu, it's probably because the account is not activated for online access yet. Choose Set up Online instead.
- Enter your password.
Note: Depending on how you manage your financial institution passwords, this may be the password for just this account, or the password for the Quicken Password Vault. - In the One Step Update Settings dialog, verify the account to update and bill payments to send (if any). Select or deselect items, as necessary.
- Click Update Now.
- What happens if this is a Web Connect account?
- Quicken opens a browser window and displays your financial institution's website. Log in, if necessary.
- On your financial institution's website, look for the Quicken logo or a button or link that says Download to Quicken (or something similar).
- Specify a date range and any other settings, and then click Download to Quicken.
- Depending on your Quicken preferences, the browser you are using, and your financial institution, you may be asked if you would like to save or open the file. Click Open to update your account immediately, or click Save to download the file and import it into Quicken later.
- A progress window provides status while your account is updated, and the One Step Update Summary window displays when the update completes.
- About the One Step Update Summary
The One Step Update Summary window contains information about the number of accounts updated and transactions downloaded. For specific information about what was downloaded, click the accounts updated link under the financial institution name. Also displayed in the window is information about any errors that may have occurred during the update.
- What if I don't see the One Step Update Summary?
If the summary doesn't display, and you want to see it, choose Tools menu > One Step Update Summary.
- Can I turn off One Step Update Summary?
Yes you can. In the One Step Update Summary window, select the Show this dialog only if there is an error check box. In future updates, Quicken displays the summary information only if an error occurs during the update.
- What does "Show just the last OSU" mean?
Select this option to see a summary of only your most recent One Step Update; deselect this option to see summary information for all of your connected financial institutions and services, including those not updated in your most recent One Step Update.
- Can I see when an account was last updated?
Yes you can. Left top of the register displays the date on which the account was last updated after the account name.
- Click Close in the One Step Update Summary window when you finish reviewing it.
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- Choose Tools menu > One Step Update. One Step Update is the centralized access point for almost all connected services in Quicken. It makes it easy to:
- Enter your password(s).
- Choose what to update. (Optional)
If you are using the Password Vault, click Settings immediately after typing your password to display the One Step Update Settings dialog.
Under the Download Transactions and Balances heading, choose the accounts to update and bill payments to send (if any). Only online-enabled bank, investment, 401(k), and credit card accounts appear in the list.
Under the Online Services heading, choose the connected services and features to update:
- Sync to Quicken Cloud
Select this option to sync your data between your desktop software and Quicken on your phone or tablet. Click (manage accounts to sync) to select the accounts you want to sync to the Quicken Cloud. To learn more, see Using Quicken on your phone or tablet.
- Download quotes and investment information
Select this option to download the latest security prices and data for your investments. Click (select quotes) to choose the securities that you want to update. To learn more, see Update security prices (get quotes).
- Get currency exchange rates
Downloaded currency exchange rates is a feature available in Quicken Premier, Home & Business, and Rental Property only. To learn more, see Download currency exchange rates.
- Update portfolio on Investing.Quicken.com
- Sync your reminders to Outlook
- Find out why an account is not in the list
- Click Update Now.
- Why does the Settings dialog display?
If you are sending online bill payments, the One Step Update Settings dialog displays. This gives you a chance to review and confirm your bill payments before sending them. Click Update Now again when you are ready.
- A progress window provides status while your accounts are updated, and the One Step Update Summary window displays when the update completes.
- About the One Step Update Summary
The One Step Update Summary window contains information about the number of accounts updated and transactions downloaded. For specific information about what was downloaded, click the accounts updated link under the financial institution name. Also displayed in the window is information about any errors that may have occurred during the update.
- What if I don't see the One Step Update Summary?
If the summary doesn't display, and you want to see it, choose Tools menu > One Step Update Summary.
- Can I turn off One Step Update Summary?
Yes you can. In the One Step Update Summary window, select the Show this dialog only if there is an error check box. In future updates, Quicken displays the summary information only if an error occurs during the update.
- What does "Show just the last update" mean?
Select this option to see a summary of only your most recent One Step Update; deselect this option to see summary information for all of your connected financial institutions and services, including those not updated in your most recent One Step Update.
- Can I see when an account was last updated?
Yes you can. In the One Step Update Summary window, click the link for the number of accounts updated. It displays the amount of online balance followed by the date on which the account was last updated.
- Click Close in the One Step Update Summary window when you finish reviewing it.
Set up scheduled updates
You can
schedule updates to connect to your financial institutions to regularly download cleared transactions at a time that you specify.
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