I am new to Quicken, I want to control when I download my own data from my bank.

Question

How do I manually set up my quicken so that I can update quicken from my bank

Sherlock · Answer

The answer will depend in the connection method used.  If you haven't already, you may want to review: https://www.quicken.com/support/how-quicken-connects-your-bank

Rbuckpi · Answer

Jim, 
 Will quicken allow me to download my data into my software. Not loaded on their servers and password not saved to their either.

Jim_Harman · Answer

Normally the bank data is updated when you run a One Step Update. There is a setting to control whether it updates automatically when you start Quicken. This is controlled by the setting at Edit > Preferences > Startup > Startup actions.

If you want to update just one account, you can go to that account, click on the gear at the top right, and select Update transactions.