How do I connect my accounts after I upgrade to Quicken 2015?

Learn what happens to your Quicken data and financial accounts after you upgrade to Quicken 2015.

The first thing Quicken does when you open your pre-existing data file is make a backup, then converts your file to work in Quicken 2015.  It's all automatic.  

Once the conversion is complete, you'll be ready to update your transactions from your financial institutions.

  1. Click the One Step Update icon (Or choose Tools menu > One Step Update)

  2. Enter the account password.
    Tip: If you want Quicken to remember the password, check the box next to your password.

  3. Click Update Now.
  4. Quicken downloads any new transactions and updates your account balance.

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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.