What are the steps to download transaction history for Quicken or Money?
• Once logged in to online banking, click the History link on the left hand menu. • Click “Download History for Quicken/Money”. • Select the share or loan ID and transaction date range desired and click Continue. • Select the preferred file type*, then “Continue”. • If your software is setup correctly, the file should download and import itself into Quicken/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 either the WebConnect format or the “QIF” format. With the QIF file, you will need to download the file and import it manually. For additional help with your Quicken product, visit their website at http://www.intuit.com/support/. For Microsoft Money support, visit http://support.microsoft.com/money.
