You can download and import transactions to Quicken® and Money®
 In CUonline, members may opt to Download transactions to their Quicken or Microsoft Money personal financial management software. CUonline assigns a filename (denoting the account ID number and date range) with a ".qif" extension.
To download the file on CUonline:
- You sign in your account and click the menu choice "DOWNLOAD" on the left.
- Specify the transaction begin and end dates, and click submit.
- The "Save As ..." window pops up for you to choose in which directory you want to save the .qif file.
- Choose and save the file.
To import .qif files:
- To Quicken - Open Quicken. Go to the File menu. Go to File Operations. Then click on Import. Quicken will ask how much of the information you want. Retrieve the file and click OK.
- To Microsoft Money - Open Microsoft Money, Go to the File menu. Go to Import. Select the file and click OK.
Transaction for 90 or 99 days max.
For best results, Quicken V6 or higher or Microsoft Money V6 or higher is recommended.
Please note that our system now gives members the choice of using the newer .ofx format. While you may still use the .qif format, our system no longer provides support for it (in case you have questions or problems downloading.)
Software: Intuit Quicken, Microsoft Money |
Download Account Information
