Can I set up Quicken or Money to do automatic downloads so my financial information is current?

Yes!

Solutions@HOME supports OFX (Open Financial Exchange)  . OFX is a specification for the electronic exchange of financial data between financial institutions, business and consumers via the Internet. We have provided some helpful instructions for your convenience.

Quicken Online is a new service that United Educators CU is waiting to be added as a financial institution. If you would like to make a request, simply use go to Quicken's site . Fill in the form as required, and when you get to the question "What is the web address of the page you use to sign in to your account at this bank?" enter https://access.uecu.coop/ as the web address. Once Quicken adds us to the list, you can centralize your accounts online with Quicken.

Solutions@HOME can be accessed using these products; Microsoft Money 2007 and newer as well as Quicken 2007 and newer. The documentation is listed below.

With banks, brokerage firms and Web sites now providing a range of options for managing personal finances, the consumer need for Microsoft Money Plus has changed. After suspending annual updates of Money Plus in 2008, Microsoft is announcing that they will no longer offer Microsoft Money Plus for purchase after June 30, 2009.

Using the documentation below, you can set up your financial software and keep your transaction history up-to-date. Just follow the steps to connect your account to Solutions@HOME. If you receive an error while setting up your account, double check the format of your account number, member number, password and routing number when needed.

Setting up Quicken 2007 and newer HTML

How do I change my Quicken password when I change my Solutions@HOME password?
Why won't Quicken download my transaction history? Common Quicken Error Screens

Quicken  offers an extensive knowledge base for common answers not solved in our documentation.
Microsoft  also offers support for Money. If you receive an error, please clipboard the error and search for answers using Quicken or Microsoft's sites. The error will more than likely give you a result with steps on how to resolve the situation.

Quicken Online Backup is a service provided through Quicken. If you are experiencing problems using the backup feature, please refer to the Quicken Knowledge Base  or contact Quicken.

Some documents on this page are PDF files, you will need Adobe Reader   to view them.

Other Helpful FAQs What can members do through Bill Pay, how do I start using Bill Pay? Can I apply for a loan through Solutions@HOME? How do I enroll for account access if this is my first time on Solutions@HOME? What is "inquiry only" access for Solutions@HOME? How do I change my Quicken password when I change my Solutions@HOME password? Why won't Quicken download my transaction history? How do I set up a Quicken account to download my financial history transactions? How do I download my VISA transaction history from eZCardInfo? Why won't Quicken download all of my credit union accounts? Can I use the Apple Safari web browser to download Web Connect (QFX) files from my financial institution? Why do I get the error "The requested account history has already been downloaded or not available at this time. Please contact your financial institution for details."? Tech Contact Form

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