This guide will show you how to setup and download your accounts. For step-by-step help with an online task, choose Learn About Downloading Transactions from the Quicken
Help menu.
Important: First, get the latest program updates!
From the Quicken 2005 menu, select Check for Updates and follow the on-screen instructions.

To get the latest directory of participating financial institutions and program updates click Update on your Quicken toolbar. In the dialog, click Update Now, Quicken will automatically check for available updates. When this download process is complete, exit and restart Quicken.

Set up a Quicken Account and Download Transactions for the First Time
The following steps explain how to activate your existing Quicken account(s) or create one or more new Quicken accounts for Web Connect online access.
Step 1 Log into your Online Banking service at www.bankri.com. Select the account to be downloaded. On the next screen under Transactions, choose Transactions Menu or Transactions Export.
Step 2 Locate the Export Format field, and select Intuit Quicken [.QFX]. Download the Web Connect file (.qfx file extension) and save it to your desktop.

Download pdf Getting Started with Transaction Download for Quicken 2005 for Mac – Web Connect