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Quicken 2006 For Dummies
Get the Bank on the Line
Adapted From: Quicken 2006 For Dummies

Quicken provides a means of sending and receiving e-mail to and from your bank. Just click the E-mail tab of the Online Center window.

Quicken sends and receives e-mail with any transactions when you click the Update/Send button and then lists any messages that are received in the text box on the E-mail tab. In order to read a message, you just highlight it (by clicking it) and then click the Read button. Quicken displays the e-mail message window. Click Close. After you finish, Quicken returns you to the Online Center window. If you don't want to save the message, click it to highlight it and click Delete (available at the top of the Online Center window) to remove it from the list.

If you want to send your bank a message, click the Create button. If you have a general question about the bank's online services or an online account, select the E-mail about an Online Account option button and select the online account from the Account drop-down list box. If you want to send a message regarding a specific online payment, select the E-mail about an Online Payment radio button and select the online account and payment. Click OK. Quicken then opens a message dialog box.

Quicken automatically fills in the date and the To text box. Fill in the other text boxes by clicking them and then typing the necessary information. Open the Regarding Account drop-down list box by clicking the down arrow, and then choose the appropriate account.

After you complete your message, click OK. Quicken records your message and forwards it to the bank the next time that you click Update/Send.


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