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How do I download account information to import to Quicken, MS Money or other programs?

April 26, 2017account download import money MS Programs Quicken

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How do I download account information to import to Quicken, MS Money or other programs?

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Follow the instructions provided by your Quicken or Money software. When you get to the point where the program brings you to the e-branch online services login screen, enter your member number and pin and login to e-branch online services. Click on Account Access and then click on “export” at the top of the screen. Select the account you will be exporting, the date range for the export and then the export format. Your software should tell you what export format to choose. Finally, press “download data”. The account history will export to your software. Information on Downloading Files to Financial Software can also be found in the e-branch online services Help at https://www.hicommfcuhb.com/onlineserv/HB/login_help.html.