How do I download my account information into Quicken?
To download account information from your Cabrillo account into Quicken, go to the History of the account you want information from and select 'Download history as:' choose the Quicken format, and download will begin. During this step a Quicken download box will popup asking if you want to open or save the file. If you want a specific date range to import into Quicken, click on the 'Detail Search' tab, choose the date range then select the 'Download history as' step above. You may also use Quicken's One Step Update if you have your Cabrillo accounts setup in Quicken. Click here for help documents.
Return to Knowledge Base FAQs