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Update Transactions and Balances Using One Step Update

Updated: 9/16/2014 | Article ID: GEN82539

  1. On the Quicken toolbar, click the One-Step Update button (The blue circular arrow).
  2. 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.
  3. 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.
  4. Click Update Now.
    • What happens while the update is in progress?
      • 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.
  5. 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)
    • Can I turn off the summary information?
      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.
    • About the summary information

      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).

  6. After reviewing the summary information, click Close.


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