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When you add an account to Quicken, your account information is downloaded automatically from your financial institution, and you can update your registers and transaction lists whenever you want.

If you decided not to enable downloads when you added an account, it's not too late; you can activate the account for downloads now.

Why download?

Downloading transactions helps you save time and improve your record keeping. You can update your registers and transaction lists from your participating financial institution directly in Quicken, and then compare the financial institution's records to your own. Typically, when a check clears the bank, an investment transaction is posted, or a credit card purchase is processed, you find out about it the next time you go online. Thus you can:

  • Download the latest cleared transactions, balances, and holdings for checking, savings, credit card, investment, and 401(k) accounts.
  • Send one-time payments and repeating payments, cancel payments, or get updated instruction status. (Not all features are supported by all financial institutions.)
  • Simplify the reconciling of monthly statements.
  • Make online fund transfers between two accounts you hold at the same financial institution.

Transaction download is available for checking, savings, credit card, investment, and 401(k) accounts.

Notes

Many financial institutions offering Web banking also let you download your Web transactions directly into Quicken. If you already have a password, and if the website displays the Quicken logo or a button or link that says Download to Quicken, this means that your financial institution supports the Web Connect protocol for downloading transactions into Quicken. You can activate your account right now.

Why not just use my financial institution's Web site?

Quicken desktop advantages

How long can I download information into Quicken?

A special word to investors