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When you set up a new account, Quicken automatically chooses the best method to connect to your financial institution. The method it chooses depends on the services supported by your financial institution, your preferences, and Quicken’s relationship with the financial institution. The available methods are Express Web Connect, Direct Connect, and Web Connect. The table below summarizes the differences.


FeatureExpress Web ConnectDirect ConnectWeb Connect
Automatically download transactions from your financial institution.XX
Pay bills and transfer money directly from Quicken.
X
Your financial institution may require a monthly fee and separate activation for this service.
X
You must manually download a file from your financial institution website to update your transactions and account balances.

X


About Direct Connect

About Web Connect

How do I determine what method my financial institution uses?