Instructions Adding a Direct Connect Accountįor instructions for Quicken for Windows, click here.įor instructions for Quicken for Mac, click here. To read more about how Quicken protects your financial information, click here. Note: Most banks make the last 90 days of transactions available for download. If you need transactions from before those 90 days, contact your bank for assistance. Express Web Connect/Quicken Connect are the most common connection types. Your bank will typically have you give them a call to establish Direct Connect, since real-time transfers of money are involved. If your bank doesn't support Direct Connect, then you'll be automatically set up to use Express Web Connect/Quicken Connect or Express Web Connect Plus. Ok, so how does it work?ĭepending on the services supported by your bank, Quicken chooses the best available method to update transactions and balances. Quicken will always start with Direct Connect if your bank supports it. Quicken for Mac also supports EWC+ for all the same institutions as Quicken for Windows. Note: Quicken for Mac currently uses the term “Quicken Connect” instead of “Express Web Connect (EWC)”, but the functionality is the same. This method is becoming increasingly popular and is being adopted by more and more institutions (recently Chase, American Express, Charles Schwab, etc.). Thus, with this connection method, your bank credentials are never stored and you can revoke the secure token at any time. With Express Web Connect Plus (EWC+), you are taken from Quicken to the bank's website where, after successfully signing in, a secure token is passed to Quicken and stored by the aggregation service. With Direct Connect, Quicken can even talk back (for bill pay, money transfers, etc.).

You don't have to sign in to your bank's website and manually download transactions - Quicken does this for you. With the Express Web Connect (EWC)/Quicken Connect and Direct Connect methods, Quicken communicates directly with your bank on your behalf. Web Connect is, simply put, a way you can download your transactions directly from your bank's website and import them into Quicken.

Express Web Connect ( Quicken Connect in Quicken for Mac).There are four ways Quicken interacts with your bank: Quicken uses different connection methods to download from your bank. The method Quicken chooses depends on the services supported by your bank, your preferences, and Quicken's relationship with the bank.

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