Internet access

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enabling Quicken accounts for online banking

 

 

 

 

 

 

 

 

 

 

 

 

 

Downloading transactions

the first time

 

 

 

 

 

 

 

 

 

 

 

 

 

Your downloaded transactions for the selected account are displayed in the top half of the window. 

 

When you select a transaction, that transaction is shown in the register in the bottom half of the window.

 

 

The balance of your financial institution account appears under the account name.  It may be different from the balance in your Quicken register.

 

 

If a transaction is marked Matched, but is in fact New, click Unmatch to change the transaction status to New.

 

 

Sending online payment and transfer instructions

Quicken 2001 for Macintosh

 

Online Banking Getting Started Guide

To use online banking with Quicken you must have Internet access

Before you can enable your Quicken accounts to use the online account access and online payment services, you need to contact your financial institution for the following:

·    Information about the account(s) you can use for these services.

·    A Personal Identification Number (PIN).

NOTE: Your Quicken Customer ID / PIN is the same as you use to log in to Denver Community Home Banking site.  Please be sure to enter the specific account type with your ID # [e.g. 59487-S75 (default checking account)]

 

For security reasons, these items may be given or sent to you separately.

When you have received the necessary information, this guide will help you enable your accounts in Quicken and use the online banking services.

For step-by-step help for any online task, go to Online Banking in Quicken Help Topics.

 

Important: Check for updates to Quicken for Macintosh

Choose Check for Updates from the File Menu and follow the instructions to download and install the latest update to Quicken for Macintosh. You must download the latest software update in order to set up online account access in Quicken for Macintosh.

 

1.        Use the appropriate steps for the account(s) you are setting up for online service:

·    To enable an existing Quicken account for online banking, choose Enable Online Banking from the Online menu.

·    To create and enable a new Quicken account for online banking, choose New Account from the Edit menu. In the Set up Account window, select the type of account to create, enter a name and optional description for the account, click Enable Online Banking, and then click Save.

2.        In the Select Account to Enable window, select the account you want to set up for an online service and click OK.

3.        Select either the Enable Account Access checkbox, the Enable Online Payment checkbox, or both:

·    Select Enable Account Access if you applied with your bank to download transactions for this account.

·    Select Enable Online Payment if you applied to pay bills from this account.

4.       Enter your account information in the Financial Institution Information area of the window.

Type in the name of your financial institution or click Financial Institutions in the bottom left corner for a complete list.  Use the account information you received from your financial institution to complete these fields.

5.       Enter your Customer ID Number.

Your financial institution may use your Social Security number,  your Tax Identification Number, or another number as your customer ID number for these accounts. Check your account information to determine which to use.

6.       Click Save.

 

 

The first time you use online banking, we recommend that you connect just to download transactions. This will enable you to update your register before doing other tasks.   You must complete one online session before attempting to send online transactions or email from within Quicken.

1.       Choose Download Online Banking Transactions from the Online Menu.

2.       If necessary, choose your financial institution from the pop-up menu under the logo on the left side of the window.

3.       Choose the account name from the account pop-up menu.

4.       Click Get Online Data.

5.       Enter your PIN (the number assigned to you by your financial institution for use with online banking).

 

Some financial institutions require that you change your PIN. If prompted, enter a new PIN following the requirements from your financial institution, and then enter it again. Click OK.

You will connect to the Internet and download your transactions for all online accounts at that financial institution. Quicken does not automatically disconnect you from the Internet, so you may want to close your Internet connection at this point.

 

 

Sending online payment instructions from Quicken is a fast and easy way to pay your bills. And sending transfer instructions is the most convenient way to transfer money between two online accounts if you are set up for online account access.

1.        Create instructions for payments or transfers to send to your financial institution.

·    To create payment instructions, choose Payments, then Enter Payments.

·    To create instructions for transferring money between two online accounts at the same financial institution, choose Transfer Money Online from the Online menu.

2.        When you have finished entering the necessary payment or transfer information, click Put In Out Box or Send Now.

If you click Send Now, Quicken prompts you for your PIN, goes online, and sends your instructions immediately.

If you click the Put in Out Box button, Quicken adds this transfer or payment to the list of instructions to send to your financial institution. If you are creating more than one instruction put each one in the Out Box and send them together. When you are ready to send the instructions, choose Out Box from the Online menu and click Send Now.