Download your account information right into Quicken or MS Money!
Use this Personal Financial Management Software (PFM) to organize your finances and budget money.
Beginning with the 2005 version release of both Quicken and Money, the QIF and OFC formats will no longer be supported.
Importing a Quicken QFX file:
- Open Quicken.
- Sign in to Online Banking and view an account.
- From the Account History page in Online Banking, select the option to download Quicken (QFX) - Quicken Financial Exchange, and then click "Download".
- If this is the first time you have downloaded information for this account, or if Quicken cannot determine which account to download the transactions into, you will be prompted to identify the Quicken account you use to track this financial information.
- If you have already set up a Quicken account for this account, click "Use existing Quicken account," and then choose the account from the list.
- If you have not yet set up a Quicken account for this account, click "Create a new Quicken account," and then click "Continue".
- Click "Continue" again. Your recent account history will be downloaded to Quicken. Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete.
- When your recent account history has been transferred, accept the downloaded transactions into Quicken.
After the initial download and processing, you will be able to download the Web Connect file from the Online Center screen by clicking "Update/Send."
As of April 30, 2009, Intuit no longer provides support for Quicken 2006 and older. If you use one of these versions, it is recommended that you upgrade to a newer version. For additional information see Intuit's website.
Importing a Money OFX file:
- Open MS Money.
- Sign on to Online Banking and view an account.
- From the Account History page in Online Banking, select the option to download MS Money (OFX) - Open Financial Exchange, and then click "Download".
- When Money opens an Active Statement file for the first time, it updates the file to indicate that it is an Active Statement Online Banking file. You do not need to connect to the Microsoft server.
- Money then asks you to assign the account in which to import the Active Statement. If you entered the account number when you created the account, Money automatically matches it at this stage, otherwise you can select an existing account or create a new account.
For additional help with Microsoft Money visit Microsoft's website.