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OnLine Teller FAQ
Quicken and Microsoft Money Questions
See also:
Quicken or Microsoft Money
What are the steps to download transaction history?
Quicken 2002 Instructions
- Open up Quicken and follow the instructions for the online download.
- When First Financial's Online Teller logon page appears, logon to OnLine Teller.
- Click the History Inquiries button, then the Quicken Download button.
- Select the share or loan ID and transaction date range desired and click Continue.
- Select a destination for the Web Connect file and save it.
- Follow the instructions that came with your version of Quicken to import the Web Connect file into your database.
Microsoft Money 1999 and newer Instructions
- Logon to OnLine Teller.
- Click the History Inquiries button, then the Quicken Download button.
- Select the share or loan ID and transaction date range desired and click Continue.
- Select a destination for the .ofx file and save it.
- Follow the instructions that came with your version of Microsoft Money to import the .ofx file into your database.
QIF Download Instructions:
- Logon to OnLine Teller.
- Click the History Inquiries button, then the Quicken Download button.
- Select the share or loan ID and transaction date range desired and click Continue.
- Select a destination for the .qif file and save it.
- Follow the instructions that came with your version of Quicken or Microsoft Money to import the .qif
file into your database.
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Can I do automatic reconciliation with Quicken or Money?
This can be done with Quicken 2002. We do offer a way to download your account information to a file, then you can import that file into your money management program.
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What is a 'QIF'?
A 'QIF' is a Quicken or Microsoft Money file type that contains information about your account.
QIF stands for Quicken Interface Format.
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Can I access OnLine Teller directly from Quicken?
Starting with Quicken 2002, you can access our web site directly through Quicken and use the Web Connect download.
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