If you use Web Connect, depending on the services supported by your financial institution, Quicken chooses the best available method to update your transactions and balances. When you use Web Connect, you log in to your financial institution's Web site and click a button or link to initiate the download process (often called Download to Quicken).
If you use this method to update transactions and balances from your financial institution, you can change settings that determine whether the data is saved as a separate file or entered directly into Quicken, and whether Quicken should stay open or automatically close after receiving the downloaded data.
- Choose Edit menu > Preferences > Web Connect.
- In the Web Connect Options window, change the appropriate options:
If you're using Direct Connect or Express Web Connect to update your transactions and balances, these options do not apply to you.
Resetting a Web Connect Account
Resetting an account deactivates and reactivates the account. You may need to reenter your login information. To reset an account that uses Web Connect to update information:
- Right-click on the account name in your Account Bar.
- Select Edit/Delete your Account.
- Select the Online Services tab.
Select Reset Account (No account data will be deleted).
If you do not see a button for Reset Account, check to be sure this is a connected account and not an offline/manual account. You may also contact customer support.
- Follow the on-screen instructions.
If you feel you need additional guidance to resolve an account issue visit the support article Web Connect Troubleshooting or contact customer support.
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