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Frequently Asked Questions

Can I download account information directly to Quicken and Microsoft Money?

FAQs: Opening an Account - TD AMERITRADE
Yes, users of Quicken and Microsoft Money can download their TD AMERITRADE account information into their Quicken or Money personal finance software.

Can I download my account history into Quicken or Microsoft Money?

Pennstar Bank
Yes. To download account history into Quicken or Microsoft Money, simply click the "History" tab at the top of your Pennstar Online Banker screen. Next, select the start and end date of the history records and the software version you are using. Click the "Submit" button to transfer the information. See similar questions...

Can I download information from HVCB Online to Quicken?/QuickBooks? or Microsoft Money??

Hopewell Valley Community Bank
You can download transaction information from HVCB Online to the personal financial management software programs Quicken or Microsoft Money. Active Statement is used for Microsoft Money 2001 (and newer versions). QIF download can be used for QuickBooks and Peachtree. See similar questions...

How do I download information into Microsoft Money or Quicken?

Online 24 Info
Instructions for downloading this information is available on the help screen under the heading of DOWNLOAD. If you are not able to accomplish a download after reading the instructions, please contact the Credit Union at 813-643-5572 ext 118. See similar questions...

Can I download my payment transactions into Quicken? or Microsoft Money??

Web Bill Pay FAQ - University Credit Union, Los Angeles, CA
You can export information about your payment transactions into either a QIF (Quicken Interchange Format) file for Quicken? or an Active Statement file for Microsoft? Money. See similar questions...

What if I use Quicken or Microsoft Money?

The Exchange Bank of South Carolina - Personal Online Bankin...
First, choose the transactions that you want to download either by date range or check number range. Then select either Quicken or MS Money and click Download. Follow the additional instructions provided by your browser for the download. These items will be automatically downloaded in Quicken or Microsoft Money format. Newer browsers will allow you to open the file, and should launch either Quicken or Money with the transactions imported automatically. See similar questions...

How do I download information into Quicken 2005 for Windows?

United Bank - Smart Touch FAQs
From the Smart Touch Online Banking Account Summary screen, click the “Download” button next to the account you want to download. This will bring up a pop-up box where you can select a range of dates from which to download and the format that you would like to download (QIF or Quicken WebConnect). After selecting the dates and Quicken WebConnect format, click on “Download”. See similar questions...

Can I download my account information into Quicken? or Microsoft Money®?

Charles Schwab Bank - Frequently Asked Questions
Yes. Users of Intuit's Quicken or Microsoft's Money can quickly download their Schwab Bank account information to their computers for more convenient management of their finances. Home | Transfers & Payments | Products & Services | Community Reinvestment | Customer Service | Privacy & Security See similar questions...

How can I export my account summary into Quicken or Money?

Online Banking - FAQ - Peoples Credit Union
Once logged in, click the history link in the submenu of Accounts. Select the desired account and click the icon located in the upper right of the screen. Click SAVE when the download file window appears and select a destination where you have easy access to i.e. desktop, a: drive, or my documents. Import the file into your software by following the instructions included in your software program. Since the file exported is a “. See similar questions...

Can I use Quicken or Microsoft Money with Online Banking?

First National Bank - Fredericksburg
To export transactions into a personal finance application, click the "Export" link at the end of the transaction list. From the Export drop-down list box, select the appropriate file type from the following list: See similar questions...

Can I use Online Banking with my Quicken or Microsoft Money?

Community State Bank | Online Banking - Frequently Asked Que...
You can export your transaction information from Online Banking. First select the account you wish to export the information from. Choose the "Transaction Button", and then choose "Export". You will be able to select the format that your financial software accepts: Comma Separated File (.CSV), Quicken Interchange Format (.QIF), or Open Financial Exchange (OFX). See similar questions...

How is this different from Quicken or Microsoft Money? What if I already use one of these programs?

Online Banking FAQs
You can download your statement in QIF format which can then be exported into Money or Quicken. This will enable you to use Money or Quicken's graphing, charting, and tracking features with the Bank@Home account. You also have the option of downloading your statement in CVS format which can be exported into Excel. Unfortunately, you currently cannot create transactions in Money or Quicken and then upload them into Bank@Home for processing. See similar questions...

How do I export checkMoney transactions to Intuit Quicken or Microsoft Money or Excel?

PDAChampion's FAQ Support Page
Select 'Handheld to Desktop' option in the conduit. This option causes the HotSync operation to send checkMoney transactions to your desktop in the selected format. Also, make sure you have 'marked' (selected) the checkMoney account(s) in your handheld before the HotSync operation. You will see a '|' in front of the checkMoney account name if it is selected for export. See similar questions...

Can I use Internet Banking with my Quicken or Microsoft Money?

Port Washington State Bank
To access the quick export method, select the checking or savings account you wish to export information from. Select the “Transactions” button, then select the “Transaction Export” option. In the “Transactions Export” area, enter the specific detail or a range of dates you wish to export (or leave it blank to export all available information). Next, select the format that your financial software accepts: Comma Separated File (.CSV), Intuit Quicken (. See similar questions...

Will RMRBank synchronise with Quicken/Microsoft Money ?

RMR Software - FAQ Page
Note: The first thing you must do is carry out a soft reset. The Pocket PC Visual Basic Script Engine is incredibly buggy and leaks memory like a sieve. So please ONLY contact us at support@rmrsoft.com if you have carried out a soft reset and the problem persists. I am getting an error "RMRBank (or other program) or one of it's components not found" on my non-English/USA handheld. See similar questions...

Question. Will RMRBank synchronise with Quicken/Microsoft Money ?

RMR Software - FAQ Page
Answer : It depends on the definition of 'synchronise'. It will not a full automatic synchronise as you can do with a number of PDAs and Outlook, as we have never managed to get the specifications of the data files from Intuit or Microsoft. However, you can easily Export and Import transaction details between the programs so a manual synchronise is not difficult. Having said that, a lot of people tell us they stop using the PC program once they realise the power of RMRBank. See similar questions...

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