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First-time download cash balance information

Confirm your closing balance, and click Done.

  • If your financial institution didn't provide a cash balance for download, you may be able to find it on their website. Otherwise, just accept the amount from your Quicken transaction list. You can edit this amount later.
  • If you entered bill payments or other transactions that haven't cleared your financial institution yet, your Quicken transaction list may be more current than the financial institution's downloaded records.
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