Sync your account with your favorite money management software
Quicken & QuickBooks 2012+: How to Connect

Web Connect is supported for Online Banking imports to Quicken and QuickBooks. Please connect with your software vendor for support and instructions.

QuickBooks       Quicken

Microsoft Money, Excel and Others: How to Connect

To export a .CSV or .OFX for Microsoft Money or another finance program: Click on the account, select the appropriate date range and export.

Why connect your account with a money management program?

Syncing your Consumers Credit Union accounts with the money management software of your choice is a fast and easy way to help keep an eye on your income, spending and more. By leveraging the power of these platforms, you can get faster, more detailed information about your account balances, spending patterns and how you transfer funds. When these platforms combine with the community-focused convenience and service of Consumers, tracking your finances is easier than ever!

Need help connecting your account?

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.