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Quicken

April 2018: The Quicken download issues caused by the launch of the new online banking system have been resolved. Here’s what you need to know to connect or reconnect your SLFCU accounts:

If you have already downloaded and imported transactions into Quicken since March 13

  • To avoid downloading duplicate transactions, we recommend you take the following steps:
    • In each SLFCU deposit account within Quicken, delete the transactions you have downloaded since March 13, 2018; OR 
    •  Revert to a Quicken backup file that was saved prior to March 13, 2018. Note that if you have downloaded transactions from other financial institutions, those will also revert to the pre-March 13 status.

Web Connect Downloads from Online Banking (CSV, OFX, or QFX)

  • Before downloading the transactions from each SLFCU account, be sure to limit the date range to the transactions that occurred since your last download. To select a date range in the Accounts display, click the funnel icon to the right of the Search by Description field that is displayed just above the transactions. Next, click in the Date field and select Date Range, set the start and end dates of transactions to be downloaded, and then click Search. After you click the Search button, click the download icon and select your export format. The resulting download will be limited to the date range that you defined.

Express Web Connect Downloads directly from Quicken

  • For detailed instructions, please review the connection guides for Windows or Mac.
  • After you have reconnected and downloaded your transactions, please check to see that all transactions are displaying in Quicken. If a date range is missing, follow the instructions for Web Connect Downloads above to restore the missing transactions.
  • Note that Quicken will automatically download 90 days’ worth of transactions, so you may need to remove duplicates for dates prior to your last download.

Loan transactions will import differently.

  • Previously, loan transactions were separated into two transactions: a credit amount for the total loan payment and a debit amount for the interest paid. In the new system, you will see one credit transaction for the principal amount. Your loan balance will continue to display correctly.
  • You may manually enter the interest portion of your payment so that it is captured in Quicken. Then change the principal payment to the total payment amount to maintain the correct balance. You can find your interest payment amount and total payment amount within online banking.

Quicken Direct Connect is not available in the new system. Instead, the new system offers Express Web Connect (Windows), Web Connect (Windows), or Quicken Connect (Mac). Please see below for important changes to how your online banking username and password are stored in Quicken.

While most functionality remains the same, Express Web Connect and Quicken Connect do not permit you to make online transfers or to pay bills through Quicken using SLFCU’s bill pay system. To pay bills, you can log in to either the web or mobile version of online banking. Your bill payments will continue to be displayed when downloaded to Quicken.

QUICKEN CONNECTION METHODS

With Express Web Connect and Quicken Connect, Quicken stores your username and password in order to connect automatically with your financial institution accounts. Choosing to share your credentials is at your sole risk.

IMPORTANT NOTE ABOUT THIRD PARTY ACCOUNT AGGREGATION SITES

Members are responsible for protecting their home banking credentials. SLFCU strongly recommends you do not share your home banking credentials with any third parties; if you do decide to share, you do so solely at your own risk .

ALTERNATIVES TO AUTOMATIC CONNECTIONS

If you do not wish to provide your online banking credentials to third party sites, you may log in to online banking and download your transactions to a file, which can then be imported into Quicken or other aggregation services.

Quicken and the Quicken logo are trademarks or registered trademarks of Intuit Inc., in the United States and other countries.

  • For detailed instructions, please review the connection guides for Windows or Mac.
  • After you have reconnected and downloaded your transactions, please check to see that all transactions are displaying in Quicken. If a date range is missing, follow the instructions for Web Connect Downloads above to restore the missing transactions.
  • Note that Quicken will automatically download 90 days’ worth of transactions, so you may need to remove duplicates for dates prior to your last download.
    • Previously, loan transactions were separated into two transactions: a credit amount for the total loan payment and a debit amount for the interest paid. In the new system, you will see one credit transaction for the principal amount. Your loan balance will continue to display correctly. You may manually enter the interest portion of your payment so that it is captured in Quicken.
    • For detailed instructions, please review the connection guides for Windows or Mac.
    • After you have reconnected and downloaded your transactions, please check to see that all transactions are displaying in Quicken. If a date range is missing, follow the instructions for Web Connect Downloads above to restore the missing transactions.
    • Note that Quicken will automatically download 90 days’ worth of transactions, so you may need to remove duplicates for dates prior to your last download.
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