Downloading your data is the most convenient way to get your transactions and other account information from your bank, credit card company, and other financial institutions into QUicken. Instead of having to enter each transaction manuallu, you can just connect Quicken directly to your bank and import the data.
Which do you want to do?
Download tranasctions from all accounts at once
Update Online Accounts: Click the Update All Accounts icon at the bottom of the sidebar. You can see when the accounts where last updated immediately below the update button.
You can also choose Accounts > Update All Online Accounts from the Menu Bar.
Download transactions for a single account
- Select the account you want to update from the Accounts section in the sidebar.
- Click Update Selected Online Account from the Menu Bar.
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In addition to updating the selected account, Quicken updates any other accounts you have at the same institution under the same user name. For example, let's say you have both a checking account and a savings account at Acme Bank, and you access both accounts with the same user name and password. If you open your checking account in Quicken and click Update, Quicken downloads your transactions for both the checking and the savings account.
This only happens for accounts under the same user name. For example, let's say both you and your spouse have checking accounts at Acme Bank, and you are tracking both of those accounts in Quicken, but you use different user names and passwords to access your accounts. In that case, when you open your checking account in Quicken and click Update, Quicken only downlaods data for your checking account and not your spouse's.
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Identifying New Transactions
New Tranasctions in your register are marked with a blue circle in the Status column.
- If you display the Status column in the register, you can sort transactions b that column to identify the most recently entered transactions.
- You can also change the Status filter in our register's filter bar to Last Downloaded to see only transactons that were downloaded into Quicken the last time you did an update.
Once you review a transaction - and mark it as reviewed by clicking on the blue dot - the circle in the Status column changes to a blue ring.
Reviewing a tansactions is entirely optional. New transactions eventually "age out" of their new status, and the blue circle disappears on its own.
Matching Download Transactions
Automatic Matching of Manually Entered Transactions
You can manually enter transactions even in your accounts set up for automatic download. When Quicken downloads a transaction from your bank account that matches the date and amount of a manually entered transaction, the downloaded transaction will match the manual transaction resulting in only one transaction in your account register. Your manually entered payee name, category, memos and tags will be retained. Matched transactions are represented by the icon .
If Quicken fails to recognize that a downloaded transaction matches a manually entered transaction, you can match them manually by dragging and dropping one onto the other.
Automatic Matching of Scheduled Transactions
Scheduled Transactions are marked as paid automatically when you download a transaction from your bank that matches a scheduled transaction in your register.
For example, let's say you have a scheduled transaction for your electricity bill. You scheduled it to be paid on the first Friday of every month. Then later you pay that bill at your bank's website. When Quicken downloads a transaction from your bank account that consists of a payment to your electricity company that took place around the beginning of the month with the same amount as the scheduled transaction, it automatically marks the scheduled transaction for your electricity bill for that month as paid.
If Quicken fails to recognize that a downloaded transaction matches a scheduled transaction, you can match them manually by dragging and dropping one onto the other. Matched transactions are represented by the icon .