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- Change connection preferences: Go to the Downloads tab, click Change Connection Type and follow the on-screen instructions. For example, if you want to change from Direct Connect to Quicken Connect. (Note: this option may not be available for all financial institutions.)
- Stop automatic downloads: Go to the Troubleshooting tab and click Deactivate Downloads. This will disable downloads for this account and you will need to manually enter all transactions.
- Change your password: Some financial institutions using Direct Connect may allow you to change the password of your financial institution from Quicken. For this, go to the Troubleshooting tab and click the Update Password button. Follow the on-screen instructions to provide a new password for your financial institution. (Note: this option may not be available for all financial institutions.)
- Specify your download range: You have the option to download transactions from a specific date till today or all available transactions. The default setting is based on your past download activity and is usually the best option. However, if you need to download transactions from a different period or if you are trying to correct a download problem, you can change this date range as needed or as directed by customer support. (Note: this option is available only for Direct Connect accounts. Further, the transaction range available for download varies by with each financial institution.)
Web Connect
If you have selected Web Connect, click Set up transaction download and follow the on-screen instructions to set up transaction download. After you finish, click Save. (Note: this option may not be available for all financial institutions.)
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