Downloading transactions from your participating broker or other financial institution is the easiest way to keep your accounts up to date.

Two different download methods are available for downloading transactions from your financial institution into your Quicken accounts: direct connect and Web connect.

Direct connect

This type of account access has the most capabilities, allowing for two-way communication between you and your financial institution. These communications may include statement download, e-mail (if supported) and payment instructions. You can activate payment services either through your financial institution (if supported) or by using Quicken Bill Pay.

Once direct download services have been applied for and your Quicken accounts are activated, you can download transactions through One Step Update, the Online Access button in the account register, or the Online Center. Once downloaded, transactions appear in both the Online Center and the associated account register's Compare to Register section

Web connect

Web connect bank accounts are easy to set up for download. If you have never downloaded to this account before, activate your account by clicking the Set Up Online button in the register. This takes you to your bank's Web site in the Quicken-embedded browser. Log in and download the statement.You are prompted to specify the Quicken account to download the transactions into, or you may create a new account for the transactions.

You can also log in to you financial institution's Web site using your Web browser. Download the Web connect transactions to your system (naming the file with the extension .qfx), and then import the file into Quicken by choosing File menu > Import

Web connect files may contain multiple accounts. If your financial institution creates the Web connect files in this manner, you are prompted to select which Quicken account the transactions should be download to, or you can create new accounts.

Once the accounts are set up and activated for using Web connect, you can perform subsequent downloads using a Web browser or from within the Online Center in Quicken.