The screen to select your bank is displayed. Click the Set up transaction download button. In the At your financial institution section, define the settings to download transactions.You can hide the account, keep it separate or mark it as closed under the Account Display section.For Scheduled transactions, specify what transactions you would like to see in your register.Specify the required account name, description, currency, and account type in their respective fields.Alternatively, you can navigate from the Quicken menu and click Accounts > Settings. Click the Settings icon on the lower right side of the accounts register.You can configure these settings after you add an account in Quicken. If required, you can use the same window to edit these settings. This topic provides detailed information on how to configure your account settings. ![]() Over the course of the next month or so, Quicken will start migrating customers to the new connection type. Quicken for Mac v5.6.2 or newer is required for this change. IMPROVED Quicken and Capital One are in the process of upgrading the connection type used to download transactions. Special tool for upgraders, too! Easy setup tool for automatic downloads. ![]() Easy to get started and keep going - Step-by-step guidance helps you get up and running fast. ![]() Easily import data - Easily import data from Quicken Essentials for Mac, Quicken Mac 2007, and Quicken 2010 for Windows or newer versions. Been using Quicken Connect for years with no problem. Webpage is Currently Unavailable.' No transactions have been downloaded. 'Partial Download (-28) 1 new transactions downloaded (there may be more transactions to download). ![]() This is the easiest way to make sure you have all your transactions entered correctly. To enter transactions in a credit card register, you can: Download transactions directly from the financial institution that issued the credit card. If you've used a Quicken bank account, you already know how to use a credit card account.
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