Downloading your data is the most convenient way to get your transactions and other account information from your bank, credit card company, and other financial institutions into Quicken. Instead of entering each transaction manually, you can set up your accounts for automatic download directly into Quicken.
Which do you want to do?
Download transactions for all accounts at once
- Update Online Accounts: 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 Accounts > Update All Online Accounts from the Quicken menu.
Download transactions for a single account
- Select the account you want to update in the sidebar.
- From the Quicken menu, click Accounts > Update Selected Online Account.
- In addition to updating the selected account, Quicken updates any other accounts you have at the same institution under the same user name. For example, suppose you have both a checking account and a savings account at Acme Bank, and you access both accounts with the same user name and password. If you open your checking account in Quicken and click Update, Quicken downloads your transactions for both the checking and the savings account.
- This only happens for accounts under the same user name. For example, suppose both you and your spouse have checking accounts at Acme Bank, and you are tracking both of those accounts in Quicken, but you use different user names and passwords to access your accounts. In that case, when you open your checking account in Quicken and click Update, Quicken only downloads data for your checking account and not your spouse's.
Identify New or Unreviewed Transaction
The Status column in the register allows you to identify recently entered and Bill Pay transactions.
- Set the Status filter in your register's filter bar to Last Downloaded to see only transactions that were downloaded during the last update.
- Set the Status filter in your register's filter bar to Not Reviewed to see downloaded transactions that you have not yet reviewed. Reviewing a transaction is optional.
Match downloaded transactions
Automatic Matching of Manually Entered Transactions
You can manually enter transactions even in your accounts that are set up for automatic download. When Quicken downloads from your bank account a transaction that matches the date and amount of a manually entered transaction, the downloaded transaction will match the manual transaction, resulting in only one transaction in your account register. Any manually entered payee name, category, memos, or tags will be retained. Matched transactions are represented by the icon
If Quicken fails to recognize that a downloaded transaction matches a manually entered transaction, you can match them manually by dragging and dropping one onto the other.
Automatic Matching of Scheduled Transactions
Scheduled Transactions are marked as paid automatically when you download a transaction from your bank that matches a scheduled transaction in your register.
For example, suppose you have a scheduled transaction for your electricity bill. You scheduled it to be paid on the first Friday of every month. Then later you pay that bill at your bank's website. When Quicken downloads a transaction from your bank account that consists of a payment to your electricity company that took place around the beginning of the month with the same amount as the scheduled transaction, it automatically marks the scheduled transaction for your electricity bill for that month as paid.
If Quicken fails to recognize that a downloaded transaction matches a scheduled transaction, you can match them manually by dragging and dropping one onto the other. Matched transactions are represented by the icon.