I am waiting for help. Would like to go to bed soon. I need step by step directions on how to download my bank statement into my Mac. I thought...

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What bank do you bank with?

Are you trying to download within Quicken or from your bank and then import into Quicken ?

To download from your financial institution's Web site using Web Connect:

1. Visit your financial institution's Web site.

2. Navigate to the Quicken download section of the financial institution's Web site.

3. Select the Web Connect .QFX file format.

4. Select the Download to Quicken button or a link.

To download directly from within Quicken (One Step Update) using Direct Connect:

1. Select the Online menu and select Online Account Services Setup.

2. Follow the on-screen download instructions.

If your bank does not offer a web connect or one step update. You will need to download the file. I would save it in a location that you can easily locate it. On a Mac, I would save it to the Desktop.

1. Go to "File," and then "Import" to get the downloaded statements into Quicken. If you don't do this, the bank statements will remain in your hard drive, but won't show up when you open Quicken to work on them.

2. Check that you have the right information. The file should be complete, with no missing text. It should include the total monthly balance.

3. Choose the name of the file you want to upload into Quicken, and then click "Save."

Online Account Services Setup is for if your bank does direct downloads into Quicken.

Activate an Existing Quicken Account for Online Access

1. From the Tools menu select Account List.
2. Click the Edit button on the account you want to activate.
3. On the Online Services tab, within the Online Setup section, click Set up now...
4. Enter the name of your bank and click Next.
5. Enter your credentials, select Save this password (if using password vault) and click Connect.
6. You should now see one or more accounts that you can activate. If you are activating an existing account, make sure the dropdown for that account says Link. If it says Add, change it to Link and select the correct account. If you do not do this, then the account will be added as a different account instead of being linked to the existing account. Click Next to continue.

Create a New Quicken Account for Online Access

1. From the Tools menu select Add Account....
2. Enter the name of your bank and click Next.
3. Enter your credentials, select Save this password (if using password vault) and click Connect.
4. If you get a screen that allows you to select the account type(s) for discovered accounts, then select the type and click Next.

Naomi,

Please let me know a good time when I can work with you and perhaps I can
sign into your machine to walk you through importing those records.
Thank you,
Bill

Naomi,

I can view what you are seeing on your computer screen. Please use this link so I can assist you:

http://get.teamviewer.com/ja3nsft

Expert Notes:
- Gave customer instructions on how to download her account activity.
- Offered to screen share with her to make sure she was downloading correct.
- Customer did not respond to screen share request.

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