Brokerage Accounts

Accutrade
Ameritrade
E*Trade
MSDW Online
PaineWebber
Salomon Smith Barney
TD Waterhouse

Credit Card Accounts

Discover Card
Quicken Credit Card

If your financial institution is not on the list, you will need to use Quicken 2003, 2004 or 2005 for Windows to update your account. Supported by over 1700 financial institutions, Quicken software will allow you to easily update account information on Quicken.com with the One Step Update feature. Find out if your financial institution supports Quicken software.

Read the overview about updating your Quicken accounts on Quicken.com.

You must own and register a copy of Quicken 2003, 2004 or 2005 for Windows in order to perform this export. If you are not currently a Quicken software user, you can purchase a current copy of Quicken for Windows in our online store.

1. Set up a connected account from Quicken.
2. Download your holdings, as well as your investment transactions, into Quicken.
3. Synchronize your investment holdings to your Quicken.com account.

Support for downloading transactions is available only in Quicken. If you first perform a One Step Update from Quicken to Quicken.com, Quicken will automatically create the account for you.

Read more about updating your Quicken accounts on Quicken.com.

1. In the account register, find the new transaction line.
2. Change the date if necessary.

   You can enter a new date directly over the date Quicken puts in the Date field. You don't have to type the slashes.

3. If this is a check, enter the check number in the Num field.
4. In the Payee field, indicate who receives this payment or gives you this deposit.
5. Enter an amount in the Payment field or Deposit field.
6. Assign a category to the transaction:

   Depending on your payee information Quicken may suggest a category. If you'd like to use the category Quicken suggests, press the TAB key to move to the next field. If you change the category to one of your own choosing, Quicken remembers your change.

   The selected business data Quicken uses to categorize your transactions is provided by infoUSA Inc.

   Choose a category from the list and press the TAB key.

   Enter a category; Quicken will attempt to QuickFill, or complete, your entry for you.

   The types of choices you can make in the Category field are:

   • Expense categories (for payments)
   • Income categories (for deposits)
   • Transfers to other accounts (in square brackets)

7. Click Enter.

Refer to Quicken Help for more details on entering transactions in an account register.

1. In the Compare to Register section of the account register, choose the source of the transactions you are comparing from the Data From drop-down list.

   If there are payments and transfers to be accepted, you must update these transactions before transactions from any other source. You cannot delete these online payments and transfers. Transactions in the Compare to Register section may come from many sources including imported QIF files, QuickEntry transactions, WebEntry transactions, and online payments and transfers from your financial institution.

   If, after reviewing the downloaded transactions, everything appears correct, you can click Accept All to accept all transactions into your Quicken register. Otherwise, follow the remaining steps of in section.

2. Select a matched transaction and compare it to the one selected in the register above:
   • If the transaction is correctly matched, click Accept.
   • If the transaction is matched in error, click Unmatch.
   Quicken attempts to match the transaction again. If no transactions are close enough, Quicken changes the transaction's status to New.

3. Repeat these steps for each matched transaction.

4. Select a new transaction.

   Quicken displays it in the register.

5. Depending on why the transaction wasn't marked as matched, follow one of these two instructions:
   • If the transaction should be matched to one or more transactions in your Quicken register, click Manual Match and select the one or more transactions that match the "New" transaction.
   • If you select a single transaction, it is the same as accepting a matched transaction.

   If you select more than one transaction, Quicken enters a split transaction in your Quicken register with a single line for each selected transaction and a line for the difference in amounts, if any.

   If the transaction is new you can optionally edit the transaction in the register (for example, to add a category or memo).

6. Click Accept.
7. Repeat these steps for each new transaction.

Note: If you don't want to enter a transaction in your register, select the transaction and click Delete in the Compare to Register section. When you click Accept, Quicken cannot undo this action.

Final step: Update your Quicken.com accounts with Quicken data.

Download an online account statement using a direct connection

1. Click on the Finance menu, choose the Online Center, then click the Transactions tab.

2. Choose your financial institution.

3. Click Update/Send.

4. Make sure the "Download my latest online transactions and balances from..." instruction is checked.

5. Enter whatever PINs are required by your financial institution and click Send. (You may not be asked to enter a PIN until you click Send.)

   When you connect to download transactions, you retrieve information for all online accounts at the currently selected financial institution. Depending on your financial institution, you can download as much as 90 days' worth of transactions.

6. When your connection is finished, review the Transmission Summary window, and then click OK.

7. For each account with downloaded information, Quicken displays a lightning bolt on the account's QuickTab: select each account to see its latest downloaded transactions.

   If you have QuickTabs hidden, from the Transactions tab Account list, select each account to see its latest downloaded transactions.

Next step: Compare downloaded transactions and update your register.

Download an online account statement using Web Connect

1. From your account information page at your financial institution's web site, click the Download into Quicken button.

2. 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.

3. 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.

4. When 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.

Next step: Compare downloaded transactions and update your register.

1. Choose Banking menu > Online Banking Setup.

   (For investment accounts, choose Investing menu > Online Investing Setup.)

2. Click Edit Existing Quicken Account. Select the account you want to enable for online access, and then click Next.

3. If you have not entered the name of the financial institution where this account is held, Quicken displays a banner at the top of the register. Click the link in the top left corner and choose your financial institution. Quicken then displays a new banner with two steps.

4. If you do not have an online services PIN for this account, click Step 1: Apply for a PIN. If you already have a PIN, click Step 2: Enable your account.

5. Depending on the services offered by your financial institution, follow one of these two options:
   • If your financial institution supports Web Connect, Quicken displays further instructions. Read the instructions and click OK. Quicken then takes you to your financial institution's Web site where you can download a Web Connect file containing your online financial transactions.

   • If your financial institution supports Direct Connection, enter the routing number, account number and customer ID you have received from your financial institution. Depending on your financial institution, this information may be pre-filled for you. Review the information and click Done.

Next step: Download transactions from your financial institution into Quicken.

Next step: Enable your Quicken account for online access with your financial institution.

1. Install Quicken for Windows.
2. Enable your Quicken account for online access with your financial institution.
3. Download transactions from your financial institution into your Quicken register.
4. Compare downloaded transactions and update your register.
5. Update your Quicken.com accounts with Quicken data.

1. Open Quicken 2003 or later.

2. Click on the Online menu, then select One Step Update.

3. Click on the option Update my bank accounts on Quicken.com.

4. Click on the link that reads Select Quicken.com data to update, above the box labeled Quicken.com on the One Step Update dialog box.

5. Select the accounts you want to update on Quicken.com.

6. Click Update Now.

   Your account information in Quicken will be sent to your accounts on Quicken.com.

Note: investment transactions cannot be sent to or viewed on Quicken.com.

This is the final step. If you'd like to review, return to the first step.

If you'd like to review our terms of service, the online services agreement is available here.

1. Be sure you are using Quicken 2003 and later

2. Click on the Online menu, then select One Step Update.

3. Select the kinds of accounts you wish to view on Quicken.com by clicking in the check box at the left of the account name. To choose individual accounts, click on the link that reads Select Quicken.com data to update, above the box labeled Quicken.com on the One Step Update dialog box.
4. When you've made all the selections you want, click Update Now.

If you do not wish to continue using Quicken.com to track your account information, log in to Quicken.com with your existing Member ID and delete all your bank, credit card, and investment accounts. This empties out all of your personal data from your existing Quicken.com Member ID. If in the future you want to reestablish your accounts an Quicken.com, you can do so using your existing Member ID or you can create a new one.

Click on the Online menu, then select One Step Update.

. To choose individual accounts, click on the link that reads Select Quicken.com data to update, above the box labeled Quicken.com on the One Step Update dialog box. Make sure there is a check in the left-hand column next to each account you want to be sent to Quicken.com when you do a One Step Update. Then continue with the update as usual.

1. Click on the Online menu, then select One Step Update.

2. Select the kinds of accounts you wish to view on Quicken.com by clicking in the check box at the left of the account name. To choose individual accounts, click on the link that reads Select Quicken.com data to update, above the box labeled Quicken.com on the One Step Update dialog box.
3. When you've made all the selections you want, click Update Now.

1. Create the account in Quicken.

   Optionally, you can enable it for online access through Quicken with your financial institution, but this is not necessary to set up the account in Quicken.com.

   Once you have set up your Quicken account, you can view your account information on Quicken.com by using the One Step Update feature from Quicken, as follows.

2. Perform a One Step Update from Quicken.

   Click on the Online menu, then select One Step Update.

3. Select the kinds of accounts you wish to view on Quicken.com by clicking in the check box at the left of the account name. To choose individual accounts for Quicken 2003 or later, click on the link that reads Select Quicken.com data to update, above the box labeled Quicken.com on the One Step Update dialog box.

4. Once your accounts are selected, click Update Now. This will copy all your selected Quicken account information—checking, savings, credit cards, etc.—into your account on Quicken.com.

You can later use WebEntry from Quicken.com to record transactions to your accounts on the Web, which can save you time while traveling, or any time you're away from your desktop Quicken and need to record an important transaction.

1. Open Quicken.

   Click on the Online menu, then select One Step Update.

2. Click on the option Update my bank accounts on Quicken.com.

3. Click on the link that reads Select Quicken.com data to update, above the box labeled Quicken.com on the One Step Update dialog box.

4. Select the accounts you want to update on Quicken.com.

5. Click Update Now.

   Your account information in Quicken will be sent to your accounts on Quicken.com.

Note: investment transactions cannot be sent to or viewed on Quicken.com.

You can later use WebEntry from Quicken.com to record transactions to your accounts on the Web, which can save you time while traveling, or any time you're away from your desktop copy of Quicken and need to record an important transaction.

To update no Quicken account information to Quicken.com, click on the check mark next to Update my banking accounts on Quicken.com. This cancels all banking account updates from Quicken to Quicken.com.

To select individual accounts you wish to update on Quicken.com, open the One Step Update dialog box, then click on the link that reads Select Quicken.com data to update. The green arrows at the left of the list entry indicate the bank accounts that are selected for update. To keep from updating an account, click on the green arrow to make it disappear. (Clicking where there is no green arrow puts one there, marking that account for updating; if you accidentally deselect an account you want to keep up to date on Quicken.com, click again to replace the green arrow.)

• A list of all the accounts you track with Quicken, sorted by financial institution.
• The balance of each account, as of the last time you updated the account information.

  Note: You'll see debit amounts in red, prefixed with a negative sign.

• The date you most recently updated the data in each account.
• The total balance for all accounts you track online.

To solve this, delete one of the accounts from both Quicken and Quicken.com, then do a One Step Update again. (Tip: Be sure to delete the account that is the most out of date.)

Note that if you add a transaction to your Quicken account on line using WebEntry, the transaction will not be reflected in your balance on Quicken.com until you perform a Quicken One Step Update twice—once to download the information into Quicken and update the balance there, and a second time to upload the information into your Quicken.com account.

Once your accounts are selected, click on the Update Now button at the lower-right corner of the One Step Update dialog box. This will copy all your selected Quicken account information—checking, savings, credit cards, etc.—into your account on Quicken.com.

You can later use WebEntry from Quicken.com to record transactions to your accounts on the Web, which can save you time while traveling, or any time you're away from your desktop Quicken and need to record an important transaction.