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

April 26, 2017account download import money MS Quicken

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

7 Answers

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A. You can download account information to import to Quicken or MS Money by clicking the Account Export button under Direct Account Access. Fill in the appropriate fields, and click “Download Data.

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If you wish to download your account history into your personal financial management software (Quicken or MS Money), you may do so from the “Account History” screen. Simply select the appropriate format for your software. You may save this file or open your software immediately. To enter the download information into your personal records, follow your software’s directions.

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If you wish to download your account history into your personal financial management software (Quicken or MS Money), you may do so by selecting “Export” while in Direct.com Web Banking. Simply select the appropriate format for your software. You may save this file or open your software immediately. To enter the download information into your personal records, follow your software’s directions.

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If you wish to download your account history into your personal financial management software (Quicken or MS Money), you may do so from your account history (viewed by clicking the desired account in the “Account Summary” screen). Simply select the appropriate format for your software. You may save this file or open your software immediately. To enter the download information into your personal records, follow your software’s directions.

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To download your account history into your personal financial management software (Quicken or MS Money), go to the “Account History” screen. Select the appropriate form for your software and save it to your computer. To enter the information into your personal records, follow your software’s directions. If you have questions concerning the use of your personal financial management software, please refer your questions to the software manufacturer, consult your software’s “help” screens.