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

Rbuckpi
Quicken Windows Subscription Member ✭✭
How do I manually set up my quicken so that I can update quicken from my bank
0
Answers
-
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.QWin Premier subscription0 -
Jim,
Will quicken allow me to download my data into my software. Not loaded on their servers and password not saved to their either.0 -
Rbuckpi said:Jim,
Will quicken allow me to download my data into my software. Not loaded on their servers and password not saved to their either.0
This discussion has been closed.
Categories
- All Categories
- 60 Product Ideas
- 29 Announcements
- 194 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 760 Welcome to the Community!
- 624 Before you Buy
- 1K Product Ideas
- 51K Quicken Classic for Windows
- 15.7K Quicken Classic for Mac
- 997 Quicken Mobile
- 789 Quicken on the Web
- 102 Quicken LifeHub