What are the steps to download a transaction history for Quicken or Money?
Once logged in to Account Access, click the Quicken Download menu option. Select the share or loan ID and transaction date range desired and click Continue. Select a destination for the .qif 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.
Once logged in to Web Teller, click the History Inquiry link, then click the Quicken Download menu option. Select the share or loan ID and transaction date range desired and click Continue. Select .qif (quicken download and import), .qfx (Quicken WebConnect) or .ofx (Money), Do this for each account (Savings, checking, etc) you wish to download into Quicken or Money. Please note that the Credit Union account records do not include the names to which checks were written. Therefore, downloading information into a Money or Quicken register, the name information will have to be manually entered.
