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 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 

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:

• Download the latest cleared transactions and balances for all your online-enabled bank, investment, 401(k), and credit card accounts.
• Send or cancel online payments (not supported by all financial institutions).
• Transfer money between accounts at the same financial institution, if you are connected via Direct Connect.
• Sync your data to the Quicken Cloud and use Quicken on your phone or tablet.
• Download security quotes, download currency exchange rates, export some of your Quicken account information to Quicken.com, and obtain product updates for your Quicken software.

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
  You can schedule updates to connect to your financial institutions to regularly download cleared transactions at a time that you specify.
• Check for free software updates

  Each time you start a One Step Update session, Quicken checks to see if there is an update to the Quicken program. If an update is available, Quicken asks if you'd like to download the update.

• Determine if (and how) an account is connected
  The best way to determine if (and how) your account is connected is by using the Account List. To do so, choose Tools menu > Account List and look in the Transaction Download column for your account. This will let you know if it is connected, and by what method. If you want to establish or change your connection method, click the Edit button next to the account name, and then click the Online Services tab.
• Permanently exclude an account from One Step Update

  To permanently remove an account from One Step Update, deactivate the online account services.

• Update an account by downloading and importing a file

  This isn't the best way to update an online-enabled Quicken account. It's often time-consuming, and any of the standard Quicken connection methods provide a much faster and easier experience. However, downloading and importing a file can be useful if you are having connectivity problems, or if you want to update an account that isn't online enabled. Here's how:

  1. Log in to your financial institution's website.
  2. Navigate to the download page and click the Quicken logo or Download to Quicken. The exact location of the download page is determined by your financial institution. It is frequently in an area of the website identified as the Download or History area.
  3. Your browser will download a Web Connect file that contains your account transactions (you can recognize such a file by the .QFX extension in its file name).
  4. Return to Quicken and choose File menu > File Import > Web Connect File.
  5. Navigate to, and then select the Web Connect file you just downloaded.
  6. Click OK.
  7. Give the account a name. Or, if you already have an account in Quicken for these transactions, choose Link and the account name in the dialog that follows.
  8. After Quicken finishes importing the file, open the account. Quicken will either automatically add them to your register, or you can review and accept the imported transactions, depending on your downloaded preferences.
• About Direct Connect, Express Web Connect, and Web Connect

  The connection methods available to you depend on your financial institution and your account type.

  Express Web Connect (Free)

  Express Web Connect provides an integrated way to update transactions and account balances for financial institutions that do not currently connect directly to Quicken. With Express Web Connect, you can use One Step Update to update multiple accounts, and you no longer have to go to a financial institution's Web site to retrieve transactions.

  Direct Connect (Fees may apply)

  Direct Connect is a service some banks use to connect to Quicken. You will know if you have Direct Connect if you specifically signed up for it and/or your bank sent you a special user ID and password to use with Quicken. Some financial institutions require Direct Connect to use services such as bill pay, or transfers via Quicken.

  Web Connect (Free)

  Many financial institutions offering Web banking also let you download your Web transactions into Quicken. If you already have a password, and if the website displays the Quicken logo or contains a button or link that says Download to Quicken, this means that your financial institution supports the Web Connect protocol for downloading and importing transactions into Quicken.

  To learn more

  See Tell me about the connection methods used by online services.