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.
- A progress window provides status while your account is updated, and the One Step Update Summary window displays when the update completes.
- Click Close in the One Step Update Summary window when you finish reviewing it.
Update multiple accounts at the same time
- Choose Tools menu > One Step Update.
What to know about thisOne Step Update is the centralized access point for almost all connected services in Quicken. It makes it easy to:
- Download the latest cleared transactions and balances for all your online-enabled bank, investment, 401(k), and credit card accounts.
- Send or cancel online payments (not supported by all financial institutions).
- Transfer money between accounts at the same financial institution, if you are connected via Direct Connect.
- Sync your data to the Quicken Cloud and use Quicken on your phone or tablet.
- Download security quotes, download currency exchange rates, export some of your Quicken account information to Quicken.com, and obtain product updates for your Quicken software.
Note: One Step Update doesn't work with Web Connect accounts. Quicken may be able to upgrade accounts you currently update through your financial institution's website to another connection type that you can use with One Step Update. If this is the case, Quicken will let you know.
- Enter your password(s).
- Tell me more
Depending on how you manage your financial institution passwords, this may be the password for each account you want to update, or the password for the Quicken Password Vault.
- Choose what to update. (Optional)
- Tell me more
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
Select this option to monitor your Quicken investment data on Quicken.com. Click (select investing data to sync) to set your preferences and choose the accounts you want to sync. To learn more, see Customize my Quicken.com portfolio options.
- Sync your reminders to Outlook
Select this option to transfer your reminders to your Microsoft Outlook calendar. To learn more, see Sync your Quicken reminders with Outlook.
- Find out why an account is not in the listTo learn more, see What if my account does not appear in the One Step Update window?
- 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.
- Tell me more
- 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.
Notes
- Set up scheduled updatesYou can schedule updates to connect to your financial institutions to regularly download cleared transactions at a time that you specify.
- Check for free software updates
Each time you start a One Step Update session, Quicken checks to see if there is an update to the Quicken program. If an update is available, Quicken asks if you'd like to download the update.
- Determine if (and how) an account is connectedThe best way to determine if (and how) your account is connected is by using the Account List. To do so, choose Tools menu > Account List and look in the Transaction Download column for your account. This will let you know if it is connected, and by what method. If you want to establish or change your connection method, click the Edit button next to the account name, and then click the Online Services tab.
- Permanently exclude an account from One Step Update
To permanently remove an account from One Step Update, deactivate the online account services.
- Update an account by downloading and importing a file
This isn't the best way to update an online-enabled Quicken account. It's often time-consuming, and any of the standard Quicken connection methods provide a much faster and easier experience. However, downloading and importing a file can be useful if you are having connectivity problems, or if you want to update an account that isn't online enabled. Here's how:
- Log in to your financial institution's website.
- Navigate to the download page and click the Quicken logo or Download to Quicken. The exact location of the download page is determined by your financial institution. It is frequently in an area of the website identified as the Download or History area.
- Your browser will download a Web Connect file that contains your account transactions (you can recognize such a file by the .QFX extension in its file name).
- Return to Quicken and choose File menu > File Import > Web Connect File.
- Navigate to, and then select the Web Connect file you just downloaded.
- Click OK.
- Give the account a name. Or, if you already have an account in Quicken for these transactions, choose Link and the account name in the dialog that follows.
- After Quicken finishes importing the file, open the account. Quicken will either automatically add them to your register, or you can review and accept the imported transactions, depending on your downloaded preferences.
- About Direct Connect, Express Web Connect, and Web Connect
The connection methods available to you depend on your financial institution and your account type.
Express Web Connect (Free)
Express Web Connect provides an integrated way to update transactions and account balances for financial institutions that do not currently connect directly to Quicken. With Express Web Connect, you can use One Step Update to update multiple accounts, and you no longer have to go to a financial institution's Web site to retrieve transactions.
Direct Connect (Fees may apply)
Direct Connect is a service some banks use to connect to Quicken. You will know if you have Direct Connect if you specifically signed up for it and/or your bank sent you a special user ID and password to use with Quicken. Some financial institutions require Direct Connect to use services such as bill pay, or transfers via Quicken.
Web Connect (Free)
Many financial institutions offering Web banking also let you download your Web transactions into Quicken. If you already have a password, and if the website displays the Quicken logo or contains a button or link that says Download to Quicken, this means that your financial institution supports the Web Connect protocol for downloading and importing transactions into Quicken.
To learn more
See Tell me about the connection methods used by online services.