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Download transactions for all accounts at once (Update Accounts)

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You can update your accounts two different ways:

  • 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 Choose Accounts > Update All Online Accounts from the Quicken menu.

When your update completes is complete, you will see a Connectivity Status window. That window will let you know what accounts connected successfully. You may also see a Needs Attention panel that will inform you of any connectivity issues and suggest a resolution, such as Re-Enter Credentials. You can recall the Connectivity Status window by going to the menu bar at the top of the screen and selecting Window > Connectivity Status

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