As I said, Quicken will find the correct manual entry on four other accounts, but not on AMEX. When I download and click on the downloaded transaction, instead of 'finding' the correct manual entry for me, I'm forced to click on 'Edit, manually match', then scroll to find the correct entry to match. Adding your investment accounts into Quicken can help you to manage your finances more efficiently because you can get a more accurate view of your total net worth. After you add your investment accounts to Quicken, you can track the data from the Quicken interface. It also has an Account Setup wizard that allows you to add your online account information.

Quicken is a financial application that enables you to access your online investment accounts from your desktop. 2 Set Up a Line of Credit Account in Quicken.