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How do I update my transactions and balances in one step?

Use One Step Update on your account bar to easily update all of your Online accounts.


You can also trigger a One Step Update using Tools menu → One Step Update. You may need to Enter Vault Password.

You will see a progress screen while Quicken contacts your financial institutions and downloads your transaction data.

Once the update is completed, you will see the One Step Update Summary. you may see an item that needs your attention. Click the question mark 

by the entry for information about resolving the problem.

What is One Step Update?

One Step Update is a single access point for almost all connected services; you can update transactions and send online payment instructions for multiple accounts, sync your data to the Quicken Cloud and use Quicken on your phone or tablet to download security quotes, export some of your Quicken account information to Investing.Quicken.com, and obtain product updates for your Quicken software.

One Step Update is the centralized access point for almost all connected services in Quicken. It makes it easy to:


You can set up Quicken to automatically download transitions at the beginning of a session. Go to Edit menu → Preferences Startup. Select Download transactions when Quicken starts and click OK.

One Step Update doesn't work with Web Connect accounts. Quicken may be able to upgrade accounts you currently update through your financial institution's website to another connection type that you can use with One Step Update. If this is the case, Quicken will let you know.

How do I enable an account for One Step Update?

One Step Update is automatically applied to Express Web Connect or Direct Connect accounts. However, it is possible to turn One Step Update off or on for an account. 

To turn One Step Update on or off for an account:

  1. Use One Step Update on your account bar to easily update all of your Online accounts.
    You can also trigger a One Step Update using Tools menu → One Step Update. You may need to Enter Vault Password.
  2. The One Step Update Settings screen will appear. Each account has a checkbox next to it. To turn on One Step Update for an account, click the checkbox to add a checkmark. To turn One Step Update off for an account, click the checkbox to remove the check mark.

  3. Click Apply.


 

What if I don't see my account in One Step Update Settings?

If your account does not appear on the One Step Update Settings screen, it is not the correct type of account to use for One Step Update. This includes manual accounts and Web Connect accounts. When you use Web Connect, you log in to your financial institution's website and click a button or link to initiate the download process (often called Download to Quicken).




Notes

  • Set up scheduled updates
  • Check for free software updates
  • Determine if (and how) an account is connected
  • Permanently exclude an account from One Step Update
  • Update an account by downloading and importing a file
  • About Direct Connect, Express Web Connect, and Web Connect
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