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Click Download Account Activity and complete the required information. Windows A Windows dialog may appear that asks whether you would like to Save or Open the file. Select Open. If this is your first time downloading with Web Connect for this account, a dialog box will appear stating "You are about to download transactions for the following account.

You will be asked whether you would like to "Use an existing Quicken account" or if you would like to "Create a new Quicken account. Create a new Quicken account: If you have not set-up this account in Quicken, or if you would like to start a new file for an existing account, you should select this option. After selecting this option, follow the steps for setting up the new account. Repeat these steps for each account you would like to download into Quicken.

Mac The file is automatically downloaded to your desktop. You can double click on the. He is also a regular contributor to Forbes. Other Options. Get Out Of Debt. How To Start. Extra Income. Build Wealth.

Credit Tools. You see, Quicken has two methods of connecting to a bank account: Web Connect check balances and transactions only Direct Connect conduct online banking and other transactions Web Connect should be free, while Direct Connect does usually does come with a fee at most banks.

Robert Farrington. Connect with. I allow to create an account. When you login first time using a Social Login button, we collect your account public profile information shared by Social Login provider, based on your privacy settings. We also get your email address to automatically create an account for you in our website.

Once your account is created, you'll be logged-in to this account. Disagree Agree. Notify of. Oldest Newest Most Voted. Inline Feedbacks. He regularly writes about investing, student loan debt, and general personal finance topics geared towards anyone wanting to earn more, get out of debt, and start building wealth for the future. He is also a regular contributor to Forbes.

Other Options. Get Out Of Debt. How To Start. Extra Income. Build Wealth. Credit Tools. How To Avoid This Fee! Robert Farrington. Tweet Share 7. Connect with.