Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
In the One Step Update Settings dialog, select the accounts you want to include, or customize the settings for this update as necessary. Click a link below if you need additional information.
Select the cash flow and investment (portfolio) accounts you want to view on Quicken.com, and other settings to be used when you connect to Quicken.com.
You can continue to work elsewhere in your Quicken software.
As the update proceeds, status information is displayed in the One Step Update snapshot (for example, on the Quicken Home page and in the Cash Flow Center), and in the One Step Update dialog (if it is open).
If you need to stop this online session, click Cancel Update.
By default, Quicken always displays update summary information. If the summary screen does not display automatically, click the Update arrow > Update Summary on the Quicken toolbar to view it after the update is complete. (Optional)
On the One Step Update Summary screen, select the Show this dialog only if there is an error check box. In future updates, Quicken displays summary information only if errors occur during the online session.
If you stop or cancel an online update session while it is taking place, the summary will describe the last completed session that took place, and not the session you canceled. Otherwise, the summary window contains information about the number of transactions that were downloaded for a given financial institution, whether there were any errors or problems, and so on.
Click the name of a financial institution to view more detailed summary information (for example, whether a specific online payment was sent).
After reviewing the summary information, click Close.
If you want to update information for just a single financial institution, you do so by starting One Step Update from your cash flow account register or investment transaction list.
Each time you start a One Step Update session, Quicken checks to see if there is an update to the Quicken program. If an update is available, Quicken asks if you'd like to download the update.
Today, for the financial institutions listed as Connected, you are already set up to use One Step Update. Financial institutions in this list typically use a direct connect method to work with Quicken.
For the financial institutions listed as Not Connected, you must currently leave Quicken and go to the correct page on your financial institution's Web site to update transactions and balances, but you can now activate these financial institutions for One Step Update so they can be included in future One Step Update sessions.
To do this, click Activate for One Step Update on the line where your financial institution is listed. Your financial institution requires you to sign up for Quicken transaction download through One Step Update even if you already have a user name and password on their Web site. You may be charged a monthly fee for transaction download.