How do I download my account information into Quicken?

First select an account to view from the Home page.

To download account information from your Cabrillo account into Quicken, go to the History of the account you want information from, select 'Export' icon (to the left of options) 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 Filters, choose the date range then select 'Apply Filters' and select 'Export' icon. You may also use Quicken's One Step Update if you have your Cabrillo accounts setup in Quicken.

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