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If you added your accounts manually, you can still update information from your participating financial institution; you just need to activate the account first. Why download? Downloading transactions helps you save time and improve your record keeping. You can update your registers and transaction lists from your participating financial institution directly in Quicken, and then compare the financial institution's records to your own. Typically, when a check clears the bank, an investment transaction is posted, or a credit card purchase is processed, you find out about it the next time you go online. Thus you can:
Download the latest cleared
transactions, balances, and holdings for
checking, savings, credit card, investment, and
401(k) accounts. Send one-time payments and
repeating payments, cancel payments, or get
updated instruction status. (Not all features
are supported by all financial institutions.)
Simplify the reconciling of monthly statements.
Make online fund transfers between two accounts
you hold at the same financial institution.
Transaction download is available for checking,
savings, credit card, investment, and Notes Many financial institutions offering Web banking also let you download your Web transactions directly into Quicken. If you already have a password, and if the Web site contains a button or link that says Download to Quicken, this means that your financial institution supports the Web connect protocol for downloading transactions into Quicken. |
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