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Use the Schedule Updates feature to update your Quicken data whenever you'd like. For example, if you normally use Quicken just after dinner, set up Schedule Updates to bring your Quicken data file up-to-date at 5:00 P.M. each weekday. You can update transactions downloaded from your financial institutions, your Portfolio on Investing.Quicken.com, your quotes, and your Quicken Cloud data.
Schedule Updates can't be used with Web Connect accounts. Some financial institutions that require additional authentication to verify customer identity will also not work with Schedule Updates. In addition, you must still use One Step Update to send online payments, transfers, and email to your financial institutions.
When you enter your Vault password prior to performing a scheduled update, Quicken uses advanced algorithms to encrypt it and then store it in your computer's memory. The encrypted password is never stored on your hard disk, and it would be very difficult technically for unauthorized persons to retrieve it. For additional information, see Tell me about connected services and security.
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- Updates will occur within 15 minutes of the selected time (not the exact time specified). This helps balance the load on the servers of your financial institutions.
- Scheduled updates can't take place while Quicken is running. If you're using Quicken when an update is scheduled to occur, Quicken displays a message when you exit the application telling you that you've missed a scheduled update.
- The Schedule Updates feature displays informational icons in your Windows taskbar status area.
- What do the icons mean?
(A scheduled update is currently being processed.)
(New information has been downloaded from your financial institutions.)
(A problem occurred while a scheduled update was being processed.)
- What do the icons mean?
- To schedule an update for an account, you must be store the password for that account in the Password Vault.
To
stopend Schedule Updates, choose Tools menu > Schedule Updates. Clear the check box beside
any day of the week on which you don't want Schedule Updates to runeach account and select OK.
- Scheduled updates affect only the current data file (this is usually the last data file opened in Quicken, provided that the Quicken software was closed normally)can only be scheduled for one data file, If Schedule Update has been selected in a different data file, turning Schedule Update on in the most recent file will override the settings and turn off Schedule Updates for the previous file.
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