How do I download Quicken from Quicken.com after I buy it?

If you purchased Quicken from quicken.com and need to download it

1. Sign in to your account.  If you can't remember your sign-in info, we'll help you with your user ID and/or password.
2. Once you've signed in, click Downloads & Unlocks on the left side of the screen.
3. Click Download next to the product you want to download.

If you're not able to access your account, or if you purchased a physical CD from a retailer (like Costco or Office Max, for example), order a replacement CD, go here for More Info.

What if I don't see my software when I sign in to Quicken.com?

If you don't see your software on Quicken.com after you sign in, it could mean:

• You are signed into the wrong account.  You may have more than one account with Quicken.com.  Do you have more than one email address?  Select Forgot your User ID? to verify you've selected the right one. 
• You purchased Quicken on CD, which case you would not have a download option.
• You purchased Quicken from Amazon.com.  If this may be the case, sign into your amazon.com account and check your order history.
• Your purchase is older than 3 years old.  Quicken is available for download for the three years.

I bought a CD and need it replaced

If you need a replacement copy of your Quicken software

1. Go to Contact Quicken Support.
2. Select your product version and year.
3. Under Category, select Shopping and Buying.
4. Then select I need a replacement copy of Quicken below.
5. Proceed to answer the questions in the drop-down menus.

What do I do if I don't have a CD drive?

If you purchased Quicken download, you won't need a CD drive.  However, if you have a CD and would like to install Quicken on a computer without a CD drive, you have some options.

• If you are using an older version of Quicken, you can upgrade to the latest version of Quicken.  When you buy Quicken from Quicken.com, be sure to select the download option, not the CD option.
• If you are using the latest version of Quicken, or if you are using an older version and do not want to upgrade or purchase a download option, there is one other option.  Go here for more details.  

Can I install Quicken on more than one computer?

Yes you can.  You can install Quicken on up to three computers, as per our End User License Agreement.  For each computer you install Quicken, follow the same steps as you did on your first computer -- either from CD or download.

If you'd like more info, you can find it here.

How do I download Quicken if I purchased it from Amazon.com or the Mac App Store?

Amazon.com

If you purchased Quicken from amazon.com and need to download it again, you will need to sign in to your amazon.com account and view your purchase history for instructions on how to download it again.  

Mac App Store

1. On your Mac, click on the Black apple in the upper left corner of your screen, then select App Store... 
2. When the App Store opens, select Purchases at the top.  You may need to sign in.  Click on Sign in and enter your Apple ID and password.
3. Once you're signed in you see a list of your purchased from the App Store.  Find Quicken, then click on Download on the right.

How do I update transactions and balances from my bank?

Learn how to Update your financial transactions and balances from your bank.

How do I perform a One Step Update in Quicken?

There are three ways to access One Step Update.

1. From your Account bar or Toolbar.
   • What does this look like?
     
2. From the Tools menu.
   • What does this look like?
     
3. From your account's register (if you want to update one account by itself).
   • What does this look like?
     

Once you access your One Step Update Settings, you'll be able to select which accounts you'd like to update.

Depending on how you manage your financial institution passwords, you may be asked for your financial institution's password or the password for your Quicken Password Vault.

What happens when I perform a One Step Update?

The One Step Update performs the following tasks, if applicable and if available.

1. Download the latest cleared transactions and balances for your online-enabled bank, credit card, investment, and 401(k) accounts.
2. Send pending and recurring payments, cancel payments, or update payment status instructions, as long as they are supported by your bank.
3. Send pending online transfers between accounts at the same banks, if you're connected via Direct Connect.
4. Sync your data to the Quicken Cloud and use Quicken on your phone or tablet.
5. Download transactions and send online payments for multiple accounts.
6. Download security quotes.
7. Download Quicken software updates.

How do I... and Troubleshooting Help

• Problems downloading transactions from your bank
• How does Quicken connect with my bank?
• What do I do if I am missing some transactions?
• How do I add more accounts into Quicken?

Quicken 2014 for Windows Release Notes, Updates, and Mondo Patch

Updates for Quicken 2014 for Windows can be found here, when available.

Updates for Quicken 2014 for Windows can be found here, when available.

Update Quicken

1. Select Tools on the menu bar, then choose One Step Update.
2. Click Update Now.
   • If a Quicken update is available, it will let you know.
   • If your last online session was not completed, you'll see a message to complete the last session first.
   • Quicken displays a window that describes what's in the update, as well as brief instructions for downloading the update.

Manual Update

If you don't download financial updates from your bank or use Billpay, you can go right to downloading the manual update.

1. To download the manual update, click here.
2. Choose to Save the file, then browse to your desktop and save it there.
3. From your desktop, double-click the newly downloaded file QW2014R7Patch.
4. Follow the on-screen instructions to install the update.
5. When finished, follow the instructions at the top of this article to ensure that Quicken has been updated to Release R7.

Mondo Patch Update

We call it the "Mondo" Patch because mondo means "big" -- and the patch is certainly big. The Mondo Patch is like a regular update, except when it updates the Quicken files, it updates all of them (if there are updates to the files or not!), rather than relying on the system to update the files that had a version change. If one or more of your Quicken system files gets deleted or is missing, this is the way to patch your program. Remember, because of its size, this update can take a little longer to install.

Download the Mondo Patch.

Release Notes

Release R7

Quicken 2014 Release 7 Update - Released March 2014

What's been fixed

File Import

• FIXED. Resolved an issue where Turbo tax 2013 file import failed.

Usability

• FIXED. Resolved an issue where Compare to Register was not remembering collapsed state on subsequent Quicken launch.
• FIXED. Resolved an issue where Reinvest transactions were not showing in Compare to list until program restart.
• FIXED. Resolved an issue where register was getting grayed out when using pop up register with compare to register turned on.
• FIXED. Resolved a number of reported crashes.

Scheduled Transaction

• FIXED. Resolved an issue where in a particular scenario the enter button on list view was not working for Scheduled transaction until next Quicken launch.

Release R6

Quicken 2014 Release 6 Update - Released February 2014

What's been fixed

Planning

• UPDATED. Updated 2014 tax rates.
• FIXED. Resolved an issue where Budget report was not displaying Actuals for split transactions in investment accounts.
• FIXED. Resolved an issue where incorrect roll-up calculation was done when parent category was not budgeted but show parent category rollup option was checked.
• FIXED. Resolved an issue where custom category (having both income and expense category) was not getting displayed after converting a previous version data file.
• IMPROVED. Removed 'Remove this category' option for 'Everything Else' category for parent category.

Online

• FIXED. Resolved an issue where Change contact information dialog in Intuit ID preferences was not showing PA state option.
• FIXED. Resolved an issue where Quicken was downloading bank transactions into investment account even when it has linked cash checking account.

Mobile

• FIXED. Resolved an issue where cloud to sync was prompting dialog to enter 2013 Cloud sync password.

Receipt Capture

• FIXED. Resolved one scenario where deleting attachment from mobile device does not remove it from Quicken post sync.

Usability

• FIXED. Resolved an issue where Calculator and Calendar icons were getting removed from 'Toolbar' after applying R5 patch.
• FIXED. Resolved an issue related to Large Font mode where introduction tour for 'Mobile & Alerts' and 'Reminders in register' were not dispalying controls properly.

Crashes

• FIXED. Resolved a crash while clicking on 'Net Value (Equity)' text link.
• FIXED. Resolved few data file specific scenarios where Quicken was crashing while opening them in Quicken.
• FIXED. Resolved a crash while clicking on account name in account bar when Microsoft money file is imported.
• FIXED. Resolved a crash while opening previous Quicken version data file caused due to custom category in Budget.
• FIXED. Resolved a crash while launching Quicken when 'To Do' bar is docked and user has some transactions in Compare to Register.
• FIXED. Resolved a number of crashes reported by customers.

Release R5

Quicken 2014 Release 5 Update - Released December 2013

What's been fixed

Online

• FIXED. Resolved a crash while performing Intuit ID sign in.
• FIXED. Resolved a crash while doing One Step Update in Quicken.
• FIXED. Resolved an issue where Quicken was not displaying ASAP for Online Bill Payment.
• FIXED. Resolved an issue where Quicken did not always auto-categorize income or expense transactions downloaded to an investment account.

Register

• FIXED. Resolved a crash while entering transaction in register.
• FIXED. Resolved an issue where Find & Replace was not replacing payees involved in split transfer.
• FIXED. Resolved an issue where Quicken was incorrectly matching a transaction having check number to opening balance transaction.
• FIXED. Resolved an issue where in certain situations transactions got duplicated in investment account register after closing ‘Verify cash balance’ screen.

Planning

• FIXED. Resolved an issue where Budget view was showing no data.
• FIXED. Resolved an issue where Quicken was crashing while entering budget value from 'Edit yearly’ screen.

Mobile

• FIXED. Resolved an issue where Split line items were getting duplicated post sync if transaction was reconciled independently on Quicken & Mobile device.

Receipt Capture

• FIXED. Resolved an issue where HTTP-412 error message was displayed instead of correct error message when user uploads any attachment to cloud and tries to delete it immediately.

Scheduled Reminders

• FIXED. Resolved an issue where Reminder dates are getting changed from 30 to 28.

Crash

• FIXED. Resolved a crash while opening Budget view and Home tab.

Usability

• FIXED. Resolved an issue where Savings Goal user interface was getting distorted in Large Font mode.
• FIXED. Resolved an issue where Quicken was displaying bold separator lines in investment transaction list.
• FIXED. Resolved a defect where Edit link for Rollover amount in budget was not displayed in large font mode.
• FIXED. Resolved an issue where Quicken Find dialog was displayed after clicking on Edit -> Find Next menu item.
• IMPROVED. Upgraded Submit Crash report to allow anyone who receives a crash to provide his or her email and steps for reproducing the crash. Please note that we may contact you if we need help in reproducing the crash to better understand the root cause.

Release R4

Quicken 2014 Release 4 Update - Released December 2013

What's been fixed

Crashes

• FIXED. Resolved a crash when opening an account register.
• FIXED. Resolved a crash when trying to download transactions on Windows XP.
• FIXED. Resolved an issue where Quicken would stop launching after a period of use.
• FIXED. Resolved a crash while doing One Step Update in Quicken.
• FIXED. Resolved a crash when opening the Planning tab.

Release R3

Quicken 2014 Release 3 Update - Released October 2013 

What's been fixed

Online

• FIXED. Resolved a crash while doing One Step Update in Quicken.
• FIXED. Resolved a defect where focus would not move to the next Match transaction in the Compare to Register window when Hide Transaction is turned on.
• FIXED. Resolved an issue where Renaming rules were not updated or deleted when the payee had a space after the name.
• FIXED. Resolved defect where a transaction downloaded from your bank did not match a transaction with the same check number in your bank register.
• FIXED. Resolved an issue where the background screens in Quicken changed to black color while downloading data using One Step Update.

Register

• FIXED. Resolved an issue where credit limit is not maintained for Credit Card account setup.
• FIXED. Resolved a crash when filtering or searching for register transactions.
• FIXED. Resolved defect where edit and delete buttons in reconcile window are not actionable after pressing tab key.
• FIXED. Resolved defect where an attachment is not deleted.
• FIXED. Resolved an issue where Charges and Cash Advances field is not active on the credit card reconcile dialog.
• FIXED. Improved the notification of the new scheduled reminder options for setting the history of reminders you would like to see in your Quicken register.

Planning

• FIXED. Resolved defect where actual value is not updated when applying current month budget to all months when roll over is turned on.
• FIXED. Resolved an issue where budget snapshot on home page is not updated when category is removed from budget.
• FIXED. Resolved a defect where Savings Goal name is not refreshing when name is changed.
• FIXED. Resolved an issue where Transfer transaction is not displayed on Graph view when only Transfers are included in the budget
• FIXED. Resolved a defect where budget transaction pop-up showed the current month value in previous months.
• FIXED. Resolved an issue where investment categories such as _IntInc cannot be budgeted.
• FIXED. Resolved a defect where changing budgeted income does not change the savings amount on summary bar.

User Interface

• FIXED. Resolved a defect where loan interest is counted twice on the IN/Out/What's left snapshot on Quicken Home Page
• FIXED. Resolved an issue where Quicken would come to the front when downloading data while using One Step Update.
• FIXED. Resolved a defect where editing preferences would prompt you to alter your investing.quicken.com login.
• FIXED. Resolved an issue where focus is lost on the Calendar window after opening another dialog window.
• FIXED. Resolved a defect when rent due cannot be set to 29th, 30, or 31st of any month.
• FIXED. Resolved an issue where Quicken would always start up in maximized state.

Scheduled Reminders

• FIXED. Resolved an issue where the date on the Reminder List is different than the Bills tab.

Mobile

• FIXED. Resolved a crash when syncing budgets to Quicken Cloud.
• FIXED. Resolved defect where in some conditions the downloaded image from Quicken Mobile is not maintained when transaction is downloaded at same time to Quicken from your bank.
• FIXED. Resolved defect where the account was not downloading data on the mobile application after doing your first sync with Quicken desktop application.

Reports

• FIXED. Resolved a defect where Schedule C is not showing transactions which are being shown on Tax Schedule Report.
• FIXED. Resolved an issue where Tax Schedule does not show transactions with Tax:Federal when it is not part of a split transaction.
• FIXED. Resolved defect where blank actions are found in the customize report dialog when customizing investment reports.

Investment

• UPDATED. Updated Asset Allocation values to reflect more recent market activity when doing asset allocation planning.
• FIXED. Resolved a defect where scroll bar did not appear in Compare to Portfolio dialog.

Crashes

• FIXED. Resolved a number of crashes reported by customers.

Release R2

Online

FIXED.  Resolved a crash while doing One Step Update in Quicken.

FIXED.  Resolved a defect where the online password recovery wizard would freeze Quicken.

FIXED.  Resolved an issue where Renaming rules were not updated or deleted when the payee had a space after the name.

FIXED.  Resolved a defect where focus was not put on password dialog startup.

FIXED.  Resolved an issue where Quicken would rename payees even when Use Renaming Rules is turned off.

Mobile

FIXED.  Resolved an issue where people could not update their accounts to Quicken Mobile.

FIXED.  Resolved defect where passwords were not filled into the accounts to sync to Quicken Mobile.

Register

IMPROVED.  Added a number of tool tips to provide additional information about payee, when transaction was cleared, when transaction was downloaded, or when payment or reminder was created.

FIXED.  Resolved a defect where Account Actions > Transfer Money action did not work.

FIXED.  Resolved a crash when filtering or searching for register transactions.

FIXED.  Resolved defect where register fields looked frozen when clicking elsewhere in Quicken.

FIXED.  Resolved defect where focus was not put on password dialog on startup.

FIXED.  Resolved an issue where Liability accounts were not an option in Move Transactions form.

FIXED.  Resolved a defect where incorrect default date was used when creating a new Bill reminder.

FIXED.  Resolved an issue where the category field did not show the category setup in Bill Reminder.

Planning

FIXED.  Transfer Out and Transfer In categories can be negatively budgeted in Edit Yearly Budget or Calculate Average Budget.

FIXED.  Resolved an issue where rollover options were not accessible from the gear. 

FIXED.  Resolved a defect where rollover values were being changed when altering rollover option for another category.

User Interface

FIXED.  Resolved a defect where Quicken Home Inventory data was not imported until you restarted Quicken.

FIXED.  Resolved an issue where Quicken would come to the front when downloading data when using One Step Update.

FIXED.  Resolved a defect where editing preferences would prompt you to alter your investing.quicken.com login.

FIXED.  Resolved an issue where some snapshots would not update after customization.

FIXED.  Resolved some instances where Quicken was drawing the screen multiple times.

FIXED.  Resolved an issue where Quicken would always start up in maximized state.

Reports

FIXED.  Resolved a defect where report was different than the snapshot.  An example of this is the Income and Expense snapshot to Income and Expense report.

FIXED.  Resolved an issue where you would see multiple menu items for your Saved Reports in Quicken.

FIXED.  Resolved a defect where reports folder did not work from the Toolbar.

Crashes

FIXED.  Resolved a number of crashes reported by customers.