asp.net c# barcode reader / Using Online Banking Features in Software

Drawing PDF-417 2d barcode in Software / Using Online Banking Features

6 / Using Online Banking Features
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The Online Center
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When you enable online account services, you can use the Online Center to work with Quicken s online features. This window gives you access to all the lists and commands you need to download transactions, create payments, transfer money, and exchange e-mail with your financial institution.
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Using the Online Center Window
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To open the Online Center window, choose Online | Online Center. Figure 6-2 shows what the Transactions tab of this window looks like with one of my financial institutions selected. A number of button bar buttons and menus enable you to work with the window s contents:
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Delete removes the selected item. This button is not available in all tabs of the Online Center window. Payees displays the Online Payee List window, which I discuss later in this chapter in the section titled Entering Online Payee Information.
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Figure 6-2 The Online Center window gives you access to all online features for your banking accounts.
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Quicken 2009 The Official Guide
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Repeating displays the Repeating Online tab of the Scheduled Bills & Deposits list window. I tell you more about using this feature later in this chapter, in the section titled Scheduling Repeating Online Payments. Contact Info displays the Contact Information dialog for the currently selected financial institution. You can use the information in the dialog to contact the bank or credit card company by phone, Web site, or e-mail. Password Vault gives you access to Quicken s Password Vault feature, which I discuss in 7. (This option may appear only if you have online banking features enabled for accounts at more than one financial institution.) Renaming Rules displays the Renaming Rules For Downloaded Transactions dialog. I explain how to use the renaming feature later, in the section titled Renaming Downloaded Payees. Print prints the transactions that appear in the window. Options displays a menu of commands for working with the current account or window.
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Downloading and Reviewing Transactions
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One of the main features of online account services is the ability to download transactions from your financial institution into Quicken. You do this with the Transactions tab of the Online Center window (refer to Figure 6-1). Here s how you can take advantage of this feature.
Connecting to the Financial Institution with Direct Connect or Express Web Connect
If your financial institution supports Direct Connect or Express Web Connect, you can download all transactions from within Quicken. In the Online Center window, choose the name of your bank or credit card company from the Financial Institution drop-down list. If necessary, click the Transactions tab. Then click the Update/Send button. The Online Update For This Account dialog, which is shown next, appears. Click to toggle the check
6 / Using Online Banking Features
marks beside the instructions you want to send, enter your password, and click Update Now. Quicken might display a dialog offering to save your passwords. If you click Yes, follow the instructions in 7 to set up the Password Vault feature. You may then need to reinitiate the download procedure. Wait while Quicken connects to your bank. A status dialog appears while it works. When Quicken has finished exchanging information, the status dialog disappears and the One Step Update Summary window (see Figure 6-3) takes its place. Continue following the instructions later in the chapter, in the section titled Viewing Downloaded Transactions.
Downloading a Web Connect File
If your financial institution supports Web Connect but not Express Web Connect, you ll have to log in to your financial institution s Web site and
Figure 6-3 The One Step Update Summary window summarizes the activity of online sessions.
Quicken 2009 The Official Guide
manually download the statement information just as you did when you first set up the account for online account services. In the Online Center window, choose the name of your bank or credit card company from the Financial Institution drop-down list. If necessary, click the Transactions tab. Then click the Update/Send button. Quicken connects to the Internet and displays your financial institution s login page. Log in, navigate to the page where you can download statements, and download the statement or transactions you want. If necessary, switch back to Quicken. It should automatically import the transactions you downloaded into the correct account and display an Online Update Summary window like the one in Figure 6-3. Continue following the instructions in the next section.
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