Ive been using PFM software for years do I have to create set up new accounts in the software, or can I use the ones into which Ive been manually importing data all this time?
You can link to your Monterey CU accounts either by creating new accounts in your PFM software, or by reconfiguring existing accounts to receive the data. Compatible versions of PFM software include Quicken (current versions and versions and two previous years versions) and Microsoft Money. Our systems do not currently support a connection with Intuit Quickbooks. We are working with the developer of our financial services software to add this capability in the future.
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