Quicken 2014 Essential Training
Illustration by Neil Webb

Downloading transactions for a specific account


From:

Quicken 2014 Essential Training

with Sally Norred

Video: Downloading transactions for a specific account

Often, you'll want to download transitions through your bank for a specific account that you're working with in Quicken. Remember, when you update a spending account in Quicken, Quicken connects to your bank online and downloads your most recent transactions and account balances. If you've entered any transactions manually, Quicken matches these transactions for you, so as not to duplicate any transactions. Once you have opened an account register, you can download transactions for that account directly from the account register. To download transactions and balances for the account, make sure your computer is connected to the internet.
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Subject:
Business
Software:
Quicken
Author:
Sally Norred

Downloading transactions for a specific account

Often, you'll want to download transitions through your bank for a specific account that you're working with in Quicken. Remember, when you update a spending account in Quicken, Quicken connects to your bank online and downloads your most recent transactions and account balances. If you've entered any transactions manually, Quicken matches these transactions for you, so as not to duplicate any transactions. Once you have opened an account register, you can download transactions for that account directly from the account register. To download transactions and balances for the account, make sure your computer is connected to the internet.

Also you had download the most recent transactions and account balance information for a credit card account, but the process is the same for any spending or savings account. Go to the actions menu in the upper right corner of your account register. Select the update now from the actions menu. Either enter the password for the account online, or if you've set up a password vault, enter your master vault password. Quicken will show a pop-up window, labeled online update for this account and the account you selected will be checked. Click Update Now to download transactions and balance information. You'll see a progress action on the screen, showing that Quicken and your bank are communicating.

Once the update's complete, you'll see a screen that will summarize the download, showing the number of transactions downloaded, and the accounts downloaded. Click the Close button in the bottom-right of the pop-up window to return to the account register. Any newly downloaded transactions, will be labeled with a blue circle and the word New in the left most column of the transaction. If you hover over the blue circle, you'll see the date of the download. Now you can add any detail including categorization, notes, attachments, or flags to your register. You may need to scroll all the way down using the scroll bar, To see the most recent transactions.

Sometimes it's handy to update your account directly from your account register, especially if you're balancing or reconciling the account.

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