Make money management easy with financial software.

Money and Quicken Download

Procedures for Money® Download

  • Select the account from which you wish to download transactions.
  • Click on the Download button.
  • Specify the desired date range.
  • Choose the format Microsoft Money (.ofx)
  • Click the Download Transactions button.
  • You will be prompted to open or save the file, choose Open
  • A pop up screen will ask if you want to open Money at this time. Click "yes."
  • You will be prompted you to identify the Money account you want to import transactions to. Select the account and click "Next."
  • The history will be imported into your register. When "Import Completed" appears, click "OK."
  • Compare downloaded transactions and complete the update to your register.

Procedures for Quicken Download

  • Select the account from which you wish to download transactions.
  • Click on the Download button.
  • Specify the desired date range.
  • Choose the format Quicken 2005 & newer (.qfx)
  • Click the Download Transactions button.
  • You will be prompted to open or save the file, choose Open
  • Click "Download History Import File."
  • Make sure "Save File to Disk" is marked and click "OK."
  • You may change the file name and location to something easier to identify or simply press save (be sure to note the filename and location).
  • Once download is complete, click "ok."
  • Minimize or exit IndependentAccess® and Start Quicken.
  • Select "File" from the Quicken top menu.
  • Move your cursor to "File Import" and left click on "Web Connect (.QFX) File..."
  • Browse to locate the download file saved in Steps 8 and
  • Select the Quicken account you want it to import transactions to and click "OK."
  • Open your account register and compare downloaded transactions.