Click Get Started to select the accounts you want to sync to your mobile device. Depending on the sizing of the Quicken window, the Mobile & Web tab may be located in the More tab. Remember:First, set up Quicken Mobile Sync in Quicken Desktop: Open Quicken and go to the Mobile & Web tab.I have several dozen other accounts, and probably 40+ hidden accounts for long-ago closed credit cards, mortgages, etc. The first records are from 1994. Use the instructions on this page or see your Quicken Help files.I just noticed that I have 18,006 records in my 23 years of checking account in Quicken for Mac. Always back up your Quicken data file before downloading your transaction data.On your first download, Quicken will download the last 18 months' worth of transactions. See How do I use Quicken's Web Connect? for more information. To download transactions into separate Quicken accounts, use the Web Connect download through Vanguard.com.
![]() Choose Vanguard Group and click Continue. Select the File menu in Quicken, then New, then Account. To hide an account or display a missing account, modify your Preferred Account View on the Accounts & Activity page on our site. Only accounts that display in your Preferred Account View will download. No More Accounts To Add Quicken Password As YourFor each account, click Select an Account, then Enter Another Name, provide a name for the account that displays, then click OK. Quicken will connect to Vanguard.com and get your account information. Enter your Vanguard.com user name and password as your Quicken client ID and PIN. Choose Online as the method to set up those accounts. ![]() Choose Vanguard Group and click Use. Click the account you want to enable, then Edit. Select the Lists menu in Quicken, then click Accounts. Accept the new transactions, then close the Download Transactions window.If you have more than 6 Vanguard accounts to download, follow steps 1–8 again for your next set. Note that the date of the transactions will be the date you performed the download. Quicken will confirm the addition of adjustment transactions for necessary funds. Statistical software for mac buyClick OK again when the process is complete.After setting up your accounts, you'll need to download transactions using the One Step Update process: Click OK when all accounts are set up. To configure them, leave the boxes checked and use the Select an Account dropdown to continue. If you have other accounts to set up, Quicken will prompt you to name each account. Choose the account you want to enable from the dropdown menu and click OK. ![]()
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