You can’t initiate a new transaction, such as a stock purchase, within Quicken you’ll have to do that at your broker’s Web site.Īt the moment, Quicken supports only two online brokers–TD Waterhouse and Fidelity Investments. You can download information on purchases, sales, and dividend payments for stock and mutual funds. Quicken 2002 adds transaction downloading from brokerages–a great convenience, especially if you do a lot of trading. If they match, Quicken reconciles the account if there’s a problem, you’re given the opportunity to reconcile them manually. After downloading your transactions, the program checks the online balance against your Quicken register. Another terrific new feature for online banking users is automatic checkbook reconciliation.
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