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Frequently Asked 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.

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.

How is this different than Quicken or Microsoft Money?

Frequently Asked Questions (FAQs) :: MySpendingPlan.com
Both those applications are very useful examples of personal finance software for tracking your finances and forming a picture of your net worth and tracking investments. But we've found that many people find them too cumbersome for monthly and ongoing personal budgeting needs. That's why we designed MySpendingPlanTM to easily manage your entire budget, or just a specific task, like a wedding or home improvement project.

Can I access my accounts directly using Quicken or MS Money (OFX)?

Home Banking FAQ
We have no plans at this time to implement and support the full two-way OFX capabilities of Quicken or MS Money.

What steps should I take to order the trial version of QuickBooks Pro 2003 from Intuit?

Computer Accounting with Quickbooks 2003 Information Center:...
Often a free trial version of QuickBooks software is available from the web site: http://www.shopintuit.com:

Where can I buy QuickBooks and other Intuit products?

Dollars & Sense Online
Dollars & Sense Online offers preferred pricing for all Intuit products to our clients. You can also purchase directly from www.quickbooks.ca

Can I use Quicken, MS Money, or Quickbooks with Online banking?

Bank of Oklahoma Online Banking- Tulsa Metro and Oklahoma Ci...
Yes. Web Connect allows you to automatically download your transactions from Online Banking to reconcile your accounts all in one easy step. For more information on how to download your transaction information, just click on Quicken, MS Money, or Quickbooks.

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).

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.

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.

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 (.

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.

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.

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:

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.

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.

Can I have "Behind The Desk" talk to Quicken or Quickbooks?

TGE Software - FAQ Page
Yes. In the Salon Office module there is a menu option under "Utility" called "Quicken," and under that are two options, "Report" and "Export to File." The export function accepts a date range. It uses that date range to retrieve receipt records and calculate the total from those records. It then writes the total information to an external file that Quicken and Quickbooks can import.
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