How do I change Web Connect Download Options?


If you use the Web Connect method to update transactions and balances from your financial institution, you can change settings that determine whether the data is saved as a separate file or entered directly into Quicken, and whether Quicken should stay open or automatically close after receiving the downloaded data.

  • More Info
    Depending on the services supported by your financial institution, Quicken chooses the best available method to update your transactions and balances. When you use Web Connect, you log in to your financial institution's Web site and click a button or link to initiate the download process (often called "Download to Quicken").
  1. Choose Edit menu > Preferences > Web Connect.
  2. In the Web Connect Options window, change the appropriate options:
    • Give me the option of saving to a file whenever I download Web Connect data
      • Select this check box to have Quicken save updated Web Connect data as a file on your hard drive.

                  • Depending on the services supported by your financial institution, Quicken chooses the best available method to update your transactions and balances. When you use Web Connect, you log in to your financial institution's Web site and click a button or link to initiate the download process (often called "Download to Quicken").
      • Clear this check box to have your Web Connect data entered directly into your Quicken data file.
      • Note: Some browsers do not allow a program, such as Quicken, to directly open an encrypted downloaded file. If you find this to be the case with your browser, save the Web Connect file to your hard drive and then import it by choosing File menu > File Import > Web Connect File.
    • Keep Quicken open after the Web Connect completes
      • Select this check box to have Quicken stay open after receiving Web Connect data, if Quicken is launched by the browser.
      • Clear this check box to have Quicken close after receiving Web Connect data, if Quicken is launched by the browser.

If you're using Direct Connect or Express Web Connect to update your transactions and balances, these options do not apply to you.

Search Support:

Search form

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