How to Download a Bank Statement to Quicken
Quicken is Intuit's long-running home and business financial software. You can use it to track income and expenses, create budgets, pay bills and monitor a wide variety of accounts, including your retirement, credit cards and personal bank accounts. Most banks allow you to download your statements to your computer so you can use your preferred method to reconcile the statement. If your bank supports your version of Quicken, you can use Quicken to reconcile your account.
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Instructions
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Go to your bank's website.
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Log into your account by entering the required credentials.
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Click the "Download" button to download your latest bank statement to your computer. If your bank has a "Download to Quicken" option, select that option to open your statement directly into Quicken without having to import it.
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Open Quicken.
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Select "File," then "Import" from the main menu.
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Browse to your downloaded bank statement, and select it to open it in Quicken.
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