Import downloaded transactions

Verify that the transactions that you want to import are from the correct account. To help you with this, you should see the financial institution name, the account type, and the account number at the top of the window.

Tell Quicken what you want to do with the imported transactions:

• If the transactions belong to an account that you haven't added to Quicken yet, choose Create a new account and enter the following information:

  • Account type

    Choose the account type that you want to create. For example, checking or savings.

  • Nickname

    Enter the name you want to use to refer to the account in Quicken. This name will appear in reports, and in the Quicken interface. If you don't enter a nickname, Quicken will use the name provided by your financial institution for the account.

  • Used mostly for

    If you are using Quicken Business & Personal, choose the primary use of the account: Personal (which is the default), Business, or Rental Property. Your selection determines where in the Quicken interface (on which tab) the account appears. You can change this from the Account List later if you wish.

• If the transactions belong to an account that you've already added to Quicken, choose Link to an existing account and select that account from the list. This is the account the downloaded transactions will be imported into.

Click Import.