If this is the first time you have downloaded information for this account or if Quicken cannot determine which is the appropriate account, Quicken asks you to identify the Quicken account you use to track this financial information. Enter the location and name of the file saved. If you've selected Save it to a disk, Web Connect will either download the transactions automatically into your register or you will have the option of manually importing the file, using the following menu options in the Quicken Software: File, then Import and Web Connect File. Remember to make note of the file location. Selecting Save it to a disk saves a file in a specific location on your computer, which you can manually import into Quicken. If you've selected Open this file from its current location, Quicken will automatically launch and begin to import your transactions into Quicken using the Compare to Register feature. Step 4: Select your Date Range preference and Format preference from the drop down options. Step 2: Select the checking account that you would like to export. Step 1: Log on to your CSB Online Banking account. Once you have this information, you are ready to enable your accounts in Quicken®.
Quicken online password#
With Web Connect, your Customer ID and Password are the same as the ones you use to login to the Cambridge State Bank Website. What you need to get started First, you will need a Customer ID and Password.Automatic account setup - Simply initiate a download to Quicken® from the Cambridge State Bank web site, and Quicken sets up your accounts for you-with your data already up to date.Easier to use - Web Connect files may be automatically opened by Quicken® directly from the Cambridge State Bank web site, which eliminates the need for you to search for files that have been downloaded.No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
Quicken online manual#
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