Importing Into Quicken

Importing into Quicken

To import your account information into Quicken® software, follow these steps:

  1. Login to online banking
  2. Select the account to see the transaction history from the “My Accounts” section
  3. Select the desired date range
  4. Select "Export"
  5. Choose the file option. Note: If you do not see the program listed then please choose the CSV file. The CSV file is generic.
  6. Save the file on your computer
  7. Pull up the other application such as Quicken.
  8. Navigate to the import function and upload the file