Money Management Software
Software to simplify your finances
Want to manage your finances quickly and accurately, so you have more time to relax? Our Online Banking platform connects with several popular money management software programs to do just that.
Connect your favorite money management software
Quicken & QuickBooks 2012+
Web Connect is supported for Online Banking imports to Quicken and QuickBooks. Please connect with your software vendor for support and instructions.
Microsoft Money and Others
To export a .CSV or .OFX for Microsoft Money or another finance program: Click on the account, select the appropriate date range and export.
Additional help
If you have any questions, please contact our Member Service Center at 800.991.2221, email us at [email protected], or visit any one of our offices.
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