How do I use the Quicken/Money download feature?

When you click on the option in the history area, it automatically produces a file which downloads to your computer. You will be prompted as to where the file will be  saved and how to name the file. Please make a note of where you saved the file on your computer as you will need to tell either Quicken or Money where the file resides for importing purposes. Microsoft Explorer users may need to configure their browsers to download the Quicken format file (.qif) to their hard drives. The prefered format to download is OFX as Intuit will no longer be providing support for the older QIF format.

Steps to download Quicken 2002 from Foothill@Home

If you have an account name created in Quicken, Foothill@Home will automatically download into the Quicken account (It will show the account name for selection) that you select. If there is no account in Quicken, the program will ask you to create a new account.

1. Logon to Foothill@Home.
2. Click: History
3. Click Download History for Quicken (example shown).
   
4. Enter the transaction begin date and the transaction end date.
5. Click on the radio button next to"Quicken for Version 2002 Only".
6. Click on the "Continue" button.
   
7. After the download has completed, if you don’t have a Quicken account, click "Create a new Quicken account" and type an account name. If you have an existing Quicken account, make sure that Foothill@Home exports to the correct account. For example: If you have an existing savings Quicken account click Savings (Savings is the account name created in Quicken).
8. Click: Continue. When you receive the message: Your Web Connect data has been successfully downloaded into Quicken, click: OK.
   

If you still need assistance, contact us at (626) 445-0950 or cu@foothillcu.org.