How To Add the One Step Update Summary to the Home View



Overview

In order to add the One Step Update Summary to the home page in Quicken, you must first use an existing custom view, or create a new custom view, and then add Online Updates to the view. 

Instructions

Creating a customized view:

  1. Click the Home tab.
  2. Click the arrow next to Main View.
  3. Choose Add a custom view.
  4. Enter a view name for the view you're creating.
  5. Add any items that you want this view to display.
  6. Click OK.

Adding Online Updates to the custom view:

  1. Click the Home tab.
  2. On the top of the page, click the button to open the view you would like to customize.
  3. Click the arrow next to the name of the view you want to customize.
  4. Choose Customize this view.
  5. From the Available Items list, select Online Updates.
  6. Click the Add button.
  7. Click OK.
  8. In the Online Updates section, you can now click on the date under Last Updated: to view the summary of your last connection.

Search Support:

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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.