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For full details, consult the Quicken Membership Agreement. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). Full payment is charged to your card immediately.

Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase.

The App is a companion app and will work only with Quicken 2015 and above desktop products. Not all Quicken desktop features are available in the App.

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Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Standard message and data rates may apply for sync, e-mail and text alerts.14,500+ participating financial institutions as of October 1, 2018. Phone support, online features, and other services vary and are subject to change. Third-party terms and additional fees may apply. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.See Tell me about the connection methods used by online services. 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. Many financial institutions offering Web banking also let you download your Web transactions into Quicken. Some financial institutions require Direct Connect to use services such as bill pay, or transfers via Quicken.

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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. Direct Connect (Fees may apply)ĭirect Connect is a service some banks use to connect to Quicken.

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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. Express Web Connect (Free)Įxpress Web Connect provides an integrated way to update transactions and account balances for financial institutions that do not currently connect directly to Quicken. The connection methods available to you depend on your financial institution and your account type. About Direct Connect, Express Web Connect, and Web Connect.Quicken will either automatically add them to your register, or you can review and accept the imported transactions, depending on your downloaded preferences. After Quicken finishes importing the file, open the account.

Or, if you already have an account in Quicken for these transactions, choose Link and the account name in the dialog that follows.

Navigate to, and then select the Web Connect file you just downloaded.

Return to Quicken and choose File menu > File Import > Web Connect File.

Your browser will download a Web Connect file that contains your account transactions (you can recognize such a file by the.It is frequently in an area of the website identified as the Download or History area. The exact location of the download page is determined by your financial institution. Navigate to the download page and click the Quicken logo or Download to Quicken.Log in to your financial institution's website.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. It's often time-consuming, and any of the standard Quicken connection methods provide a much faster and easier experience. This isn't the best way to update an online-enabled Quicken account. If this is the case, Quicken will let you know.

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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. Note: One Step Update doesn't work with Web Connect accounts. Download security quotes, download currency exchange rates, export some of your Quicken account information to, and obtain product updates for your Quicken software.Sync your data to the Quicken Cloud and use Quicken on your phone or tablet.Transfer money between accounts at the same financial institution, if you are connected via Direct Connect.Send or cancel online payments (not supported by all financial institutions).

Download the latest cleared transactions and balances for all your online-enabled bank, investment, 401(k), and credit card accounts.

One Step Update is the centralized access point for almost all connected services in Quicken.