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This chapter is from the book

This chapter is from the book

Using Online Updates

There are a few extras on the Quicken Home page that you can use to make your life easier when it comes to managing your financial goals and maintaining all your accounts. One of them is online updates, which you can use to tell Quicken which accounts you want to download cleared transactions or send online payments, when, and how often. You can also select account information that you want to upload to Quicken.com to access via the Internet. We already covered online accounts when we set up your accounts in Quicken Guided Setup. Only the accounts that you have set up for online access are listed for you to choose from. Remember that you have to have your copy of Quicken registered before you can use this feature. If your bank or creditor offers online access to your account information, you should have a login ID and password. You will need this information to set up online updates.

Use the Online Updates

one.jpg Click One Step Setup. If you have not set up any of your accounts for online updates, you are prompted to complete the setup. Also, If you have not already registered Quicken, you are prompted to do so.

two.jpg In Quotes select the download quotes check box to download investment quotes. In Financial institutes, select the accouns you want to download. In Quicken.com, select any information you want uploaded to Quicken.com. A green checkmark means an item is selected.

three.jpg To select the information you want to download and/or update, click Schedule Updates.

four.jpg Select the information for which you want to schedule times to download.

five.jpg Select the days on which you want the update to run and then from the At drop-down menu, select the time. Updates run within 15 minutes of the time you select.

six.jpg Select when you would like to be prompted to enter your password.

seven.jpg To set up a PIN Vault password, click PIN Vault. A PIN Vault password is required in order to use scheduled updates.

eight.jpg Click Next.

nine.jpg Select the financial institution for which you want to enter the account password and click Next.

ten.jpg In PIN type your account password and in Re-enter type it again, and then click Next.

eleven.jpg In Password, type your PIN vault password. In Re-enter, type it again, and then click Next.

twelve.jpg Review the PIN information and click Done. If needed, you can change your password information by clicking Change PIN or delete a PIN by selecting it and clicking Delete PIN. In addition, you can print the list by clicking Print.

thirteen.jpg Click OK to complete the scheduled updates.

fourteen.jpg Click OK. At the scheduled time, Quicken displays the PIN dialog box, prompts you to type your PIN Vault password, and downloads/uploads the latest transactions. When the transmission is complete, a summary window opens, showing you the accounts that were successfully downloaded.

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