What are the steps to download a transaction history for Quicken or Microsoft Money?
Once logged in to Home Banking, click the Quicken Download menu option from the History Menu item. Select the share or loan ID and transaction date range desired along with the file type and click Continue. Select a destination for the .qif or .ofx file and save it. Do this for each account (Savings, checking, etc) you wish to import into Quicken or Money. Once all the files have been saved, open up Quicken or Money, and import the files into your register. Please note that the Credit Union account records do not include the names to which checks were written. Therefore, when importing the downloaded information into a Money or Quicken register, the name information will have to be manually entered.
