How do I download transaction history for Quicken or MS Money?
• Once logged in to Online Banking, click the “History” link from the navigation menu and select “Download History for Quicken/Money”. • Choose the share or loan ID and the transaction date range desired and click “Continue”. • Select the preferred file type*, then click “Continue”. • If your software is set up correctly the file should download and import itself into Quicken or MS Money automatically. *If you use Microsoft Money, select “MS Money OFX”. If you use Quicken 2005 or later, select “Quicken WebConnect”. For earlier versions of Quicken, you should be able to use “WebConnect” or “QIF”. If you select “QIF”, you will need to need to download the file and import it manually.
