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.
- Click the One Step Update icon (Or choose Tools menu > One Step Update)
- Enter the account password.
Tip: If you want Quicken to remember the password, check the box next to your password.
- Click Update Now.
- Quicken downloads any new transactions and updates your account balance.