If you "saved", your download is still good, just do the import again.Īfter you have downloaded and accepted all of the historical data that you want or can get, you will need to activate OSU again if you had to de-activate it earlier. Once disabled, you can do the download again. Select the Online Services tab and then click on "disable" or "deactivate". This will take you to the Account Details window for the account. To disable OSU, go to the existing account's register and do a Ctrl+Shift+E.
What you need to do is to disable One Step Update (OSU) on the existing account to make it available for "linking". Quicken is not recognizing the FI information in the download as the same as the existing account, so it wants to create a new account. If that is not possible, cancel the download/import to prevent a new account from being created (if you "saved" the file, you won't have to download it again). If Quicken tries to create a new account, try to change it to "link" to the existing account. Then start Quicken and do File->File Import->Web Connect, the rest of the process is the same as before. If you chose "save", remember where it is stored on your computer (the Downloads folder is a great location). If you choose "open", Quicken will start (if it is not already running) and try to process the download just like your initial download. The browser will ask if you want to "open" or "save" the file, either will work. Some FIs make you do it by month, others allow you to specify a date range, so it might take several downloads to get it all. The website may refer to it as downloading or exporting, but the idea is to get the transactions to your computer so that they can be imported. You may be able to download more history if you go to the FI's website and download a Web Connect. The financial institution (FI) decides how far back to go with the initial download, usually 60-90 days. This applies only to Quicken for Windows. It is always a good practice to do so when you are doing something for the first time.Īlso, for this process, record the ending balance of the account for later reference.