Quicken 2015 for Windows :

Getting Started Guide - Web Connect

 
About this Guide

This guide helps you get started with Quicken 2015 Web Connect as quickly as possible.

You’ll learn:

  • What you will need to get started
  • How to set up an account for online banking (Web Connect)
  • How to update an account setup for online banking
 
What You'll Need
 
Before you can set Quicken to download transactions, you will need your Username and Password which you currently use to log in to Online Banking. If you are not yet registered for Online Banking, you can register here.
 
 
  • Log into your Online Banking Account.
  • From the menu at the top, click "Accounts" then "Download banking transactions".
  • Select the account and the date range for which you would like to download transactions.
  • Choose the "Quicken Software. Uses Web Connect" option for the file format.
  • Click "Download transactions". You will see an import dialog.
  • Select "Open with" and confirm the application is Quicken.
  • Click OK.
  • If this is the first time you have downloaded transactions and you have no account in Quicken click Create a new account and enter a nickname for that account. If you have accounts already set up in Quicken, click Link an Existing Account account in the account list.
  • Click Import.
  • Click OK to confirm and finish. "One Step Update Complete" will display when finished.
 
You only need to set up accounts once. Once you have associated your accounts, you will not be prompted to create a new account or link an existing account - transactions will automatically post to your Quicken register.
 
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