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®. With Web Connect, your Customer ID and Password are the same as the ones you use to login to the Cambridge State Bank Website.
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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.
EXPORT QUICKEN FILES MANUAL
No manual data entry - Once you're set up, you can download all your transactions right into Quicken®-instead of typing them in by hand.
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Cambridge State Bank offers Web Connect to download account information into Quicken®, the easiest way to organize your personal finances.