Download to Quicken

Quicken

Quicken is a personal finance management tool. Account View enables the users to download their investment information and account data into Quicken. You can download the transaction history up to thirty six months.

Download to Quicken

1. Click Download to Quicken.

   The system opens the Download to Quicken pop-up.

2. From the Account Selector list box, select the required account(s).

Note:If you are using quicken download for the first time, the system prompts to download the complete history of transactions data for all the accounts.

3. In the Start Date field, click to open the calendar and select the start date. Alternatively, you can type the start date in the mm/dd/yyyy format.

Note:If you have already downloaded complete history of transactions data at least once, the system displays the last downloaded date in the Start Date field by default.

4. In the End Date field, click to open the calendar and select the end date. Alternatively, you can type the end date in the mm/dd/yyyy format.

Note:By Default, system displays the current date in the End Date field.

5. Click the Download button.

   The system prompts to Open or Save the data.

6. Click:
   • Open to open the data using Quicken.
   • Save to save the data to your desktop/laptop in the Quicken format.

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