|
-
From your account information page at your financial institution's web site, click the Download into Quicken button.
-
If this is the first time you have downloaded information for this account, or if Quicken cannot determine which is the appropriate account, Quicken asks you to identify the Quicken account you use to track this financial information.
-
If you have set up a Quicken account for this account, click "Use existing Quicken account" and choose the account from the pop-up list.
-
If you have not yet set up a Quicken account for this account, click "Create a new Quicken account" and enter a name for this account.
-
Click Continue.
Your recent account history is sent from your financial institution to Quicken. Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete.
-
Once your recent account history has been transferred, Quicken takes you to the Online Center.
From the Online Center you can edit the downloaded transactions, if necessary. For example, you may want to add categories to uncategorized transactions. When you're finished editing your transactions, you can accept them into your Quicken register. For more information, see the Quicken help topic Comparing downloaded transactions and updating your register.
|