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Money Management Software

 

Manage your finances quickly and accurately with a variety of programs which interface perfectly with Online Banking. Our browser supports numerous popular financial management programs, providing you with the utmost functionality. The list below takes you to links with specific instructions based on your software and computer capabilities. If you need assistance, please contact our Member Service Center at 800.991.2221 or ask us your question above.

 

Microsoft Money 2006 - 2009

To download tranasacitons to MS Money, log into your account, Click on the account you wish to download transactions for, and then click on Advanced History. Select an account from the list, enter the date range, select Microsoft Money from the format list and click download.

 

Quicken 2006 - 2009

Setup Instructions 2005-2006

Setup Instructions 2007 - 2008

Setup Instructions 2008 - 2009 Home & Business

 

QuickBooks 2004 - 2009

Setup Instructions Mac

Setup Instructions PC