Activate an account to update transactions


Normally Quicken walks you through the activation process when you first add an account. However, if you decided not to activate an account when you first added it, it's not too late; you can activate the account for transaction download now.

  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the account you want to activate.
  3. In the Account Details dialog, click the Online Services tab.
  4. Click the Set up now button for the online service you want to activate.
  5. After your account is activated, you're ready to update your spending accounts and your investing accounts.

Notes

  • Tell me about my first update
    The first update may take more time than subsequent sessions because your entire available transaction history is being updated (usually 90 days' worth of transactions).


    The first time you use Quicken's online banking or investment-tracking services, we recommend that you update only your latest transactions. This allows you to update your register or transaction list before starting other online account activities (for example, updating asset classes or getting quotes).
  • What currencies are supported?
    Online account services are available only for U.S. dollar accounts; if an account is based on another currency, you won't be able to activate that account.

 

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.