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new quicken user cant download info from bank website to quicken
Oct 28, 2009 12:29 pm

[jbr35]
jbr35

Total posts: 3
This post is about: Quicken Online
new quicken user cant download info from bank website to quicken
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[Turtle2]
Connecticut
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new quicken user cant download info from bank website to quicken
Oct 29, 2009 11:32 am 
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This post is about: Quicken Online
This morning I was in the same boat. I called my bank's 800 #. They gave me the special 800# with personnel who guide you thru the process. Tips: write down your username, password, answers to security questions; make sure your bank account in Quicken is listed as x's plus the last 4 digits of your account number. When you export transactions from your bank, ask for only one month at a time. Remember that the info exported from your bank sits there in limbo until you order Quicken to Download and Update. Finally, take a deep breath, take a walk outdoors, calm down. You will be successful. It is just complicated, that's all.

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