Date: Fri, 29 Mar 2024 09:05:58 +0000 (UTC)
Message-ID: <366709406.43.1711703158552@ip-10-40-65-227.us-west-2.compute.internal>
Subject: Exported From Confluence
MIME-Version: 1.0
Content-Type: multipart/related;
boundary="----=_Part_42_763374736.1711703158549"
------=_Part_42_763374736.1711703158549
Content-Type: text/html; charset=UTF-8
Content-Transfer-Encoding: quoted-printable
Content-Location: file:///C:/exported.html
This topic provides detailed information on how to configure you=
r account settings. If required, you can use the same window to edit these =
settings.
You can configure these settings after you add an account in Quicken.
- Click the Settings icon on the lower right side of the=
accounts register. Alternatively, you can navigate from the Quicken menu a=
nd click Accounts > Settings.
- Specify the required account name, description, currency, and account t=
ype in their respective fields.
- For Scheduled transactions, specify what transactions =
you would like to see in your register.
- You can hide the account, keep it separate or mark it as closed under t=
he Account Display section.
- In the At your financial institution section, define t=
he settings to download transactions. Click the Set up transaction =
download button. The screen to select your bank is displayed.
- Select your bank from the list and click Options. Spec=
ify how you want Quicken to connect to your bank.
- Click Continue and follow the on-screen instructions t=
o complete the configuration. The details of your download preferences are =
displayed.
- You have certain configuration options depending on the automatic downl=
oad type selected. The details are explained below:
If you have selected Quicken Connect, you have these op=
tions:
- Change connection preference: Go to the Downlo=
ads tab, click Change Connection Type and follow =
the on-screen instructions. For example, if you want to change from Quicken=
Connect to Direct Connect. (Note: this option may not be available for all=
financial institutions.)
- Stop automatic downloads: Go to the Troublesho=
oting tab and click Deactivate Downloads. This wi=
ll disable downloads for this account and you will need to manually enter a=
ll transactions.
- Update your password: If you update your financial ins=
titution password at their website, you must update the new password in Qui=
cken too. For this, go to the Troubleshooting tab, click t=
he Update Password button and provide the updated password=
of your financial institution.
If you have selected Direct Connect, you have these opt=
ions:
- Change connection preferences: Go to the Downl=
oads tab, click Change Connection Type and follow=
the on-screen instructions. For example, if you want to change from Direct=
Connect to Quicken Connect. (Note: this option may not be available for al=
l financial institutions.)
- Stop automatic downloads: Go to the Troublesho=
oting tab and click Deactivate Downloads. This wi=
ll disable downloads for this account and you will need to manually enter a=
ll transactions.
- Change your password: Some financial institutions usin=
g Direct Connect may allow you to change the password of your financial ins=
titution from Quicken. For this, go to the Troubleshooting=
tab and click the Update Password button. Follow the on-s=
creen instructions to provide a new password for your financial institution=
. (Note: this option may not be available for all financial institutions.)<=
/li>
- Specify your download range: You have the option to do=
wnload transactions from a specific date till today or all available transa=
ctions. The default setting is based on your past download activity and is =
usually the best option. However, if you need to download transactions from=
a different period or if you are trying to correct a download problem, you=
can change this date range as needed or as directed by customer support. (=
Note: this option is available only for Direct Connect accounts. Further, t=
he transaction range available for download varies with each financial inst=
itution.)
If you have selected Web Connect, click Set up =
transaction download and follow the on-screen instructions to set =
up transaction download. After you finish, click Save. (No=
te: this option may not be available for all financial institutions.)
------=_Part_42_763374736.1711703158549--