Web Connect preferences

If you use Web Connect, depending on the services supported by your financial institution, Quicken chooses the best available method to update your transactions and balances. When you use Web Connect, you log in to your financial institution's Web site and click a button or link to initiate the download process (often called Download to Quicken).

If you use this method to update transactions and balances from your financial institution, you can change settings that determine whether the data is saved as a separate file or entered directly into Quicken, and whether Quicken should stay open or automatically close after receiving the downloaded data.

1. Choose Edit menu > Preferences > Web Connect.
2. In the Web Connect Options window, change the appropriate options:
   • Give me the option of saving to a file whenever I download Web Connect data
     • Select this checkbox to have Quicken save updated Web Connect data as a file on your hard drive.
     • Clear this checkbox to have your Web Connect data entered directly into your Quicken data file.
     • Note: Some browsers do not allow a program, such as Quicken, to directly open an encrypted downloaded file. If you find this to be the case with your browser, save the Web Connect file to your hard drive and then import it by choosing File menu > File Import > Web Connect File.
   • Keep Quicken open after the Web Connect completes
     • Select this check box to have Quicken stay open after receiving Web Connect data, if Quicken is launched by the browser.
     • Clear this checkbox to have Quicken close after receiving Web Connect data, if Quicken is launched by the browser.

     
     

If you're using Direct Connect or Express Web Connect to update your transactions and balances, these options do not apply to you.

Resetting a Web Connect Account

Resetting an account deactivates and reactivates the account. You may need to reenter your login information. To reset an account that uses Web Connect to update information:

1. Right-click on the account name in your Account Bar.
2. Select Edit/Delete your Account.
3. Select the Online Services tab.

4. Select Reset Account (No account data will be deleted).

   

   If you do not see a button for Reset Account, check to be sure this is a connected account and not an offline/manual account. You may also contact customer support.

5. Follow the on-screen instructions.

If you feel you need additional guidance to resolve an account issue visit the support article Web Connect Troubleshooting or contact customer support.