When, if ever, will one step update be available on Quicken on the Web?

I've been using Quicken since 1995 and like most of the new features but was wondering if Transaction download and one step update will ever be available on Quicken on the Web. I think it would be a great time saving feature if possible.

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Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quicken Web has had "One Step Update" from day one.  But note that Quicken Web isn't independent of Quicken Desktop, so you can't just use Quicken Web by itself.

    First off Quicken Web will run at least one update each day and download transactions from your financial institution into its data on the Quicken server.  It will also update when you log in.  Whats more there is a button on Quicken Web to start a sync.
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  • Bill B
    Bill B Member ✭✭✭
    In other words, if I'm traveling with my laptop, and open Quicken on the Web all my transactions from my accounts will download and reconcile as if it were on my desktop in Quicken?
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Not really.  Because Q Web only supports about the last 2 years of transactions and there are certain account types (in Q  Desktop) that can't be uploaded.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    No not exactly. The sync is with the cloud file, not your desktop. If you want to handle transaction downloads and reconcile, you are far better off remote accessing into your desktop.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 21H1
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Well if you believe the Quicken Inc CEO he does all of his reconciling with Quicken Web so it is certainly possible.  And I personally don't see why anyone couldn't reconcile with 2 years+ of transactions.  Note how much is in the cloud depends on a few factors.

    The first sync is 2 years, but they don't delete data.  So in theory you could have a lot more up there over time.  That is provided that you don't run into problems and have to delete/recreate the cloud data.
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    P.S. on the reconcile.  Note there isn't any "Downloaded Transactions tab".  Downloading and reconciling on Quicken Web has a process more like when you use "automatic transaction entry mode" on Quicken Windows (Quicken Mac only uses this mode).
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  • Bill B
    Bill B Member ✭✭✭
    Do only cleared transactions download or do all pending and cleared transactions download?
  • Bill B
    Bill B Member ✭✭✭
    Thanks for the insight, I learned something today
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