Quicken

• Automatic connection method
• Retrieve up to 90 days of balance and transactional history
• Daily updates for account balances
• Ability to select specific accounts for Quicken access

• Manual connection method
• Retrieve the maximum transactional history available for each account within online banking
• On demand updates for account balances
• Ability to select specific accounts for Quicken access

Introduction - Documentation and Procedures

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Update Software and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to deactivate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Deactivate. Follow the prompts to confirm the deactivation.
5. Click on the General tab.
6. Remove the financial institution name and account number. Click OK to close the window.
7. Repeat steps 2–6 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Log in to www.empowerfcu.com and download your Quicken Web Connect file.
2. Click File > File Import > Web Connect File.
3. If prompted for connectivity type, select Web Connect.

IMPORTANT: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

4. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching account in the drop-down menu.

IMPORTANT: Do NOT select Create a new account. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken or click the Cancel button.

5. Repeat steps 2 – 4 for all of your accounts.

Introduction - Documentation and Procedures

NOTE: Quicken Web Connect/Express Web Connect accounts use the same Username and PIN/Password as Empower FCU website.

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data Files and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to deactivate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Deactivate. Follow the prompts to confirm the deactivation.
5. Click on the General tab.
6. Remove the financial institution name and account number. Click OK to close the window.
7. Repeat steps 2–6 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to activate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Set up Now.
5. Use Advanced Setup to activate your account.
6. Enter Empower FCU and click Next.
7. On the Select Connection Method screen, select Express Web Connect.
8. Type your User ID and Password. Click Connect.

IMPORTANT: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.

9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching account in the drop-down menu.

IMPORTANT: Do NOT select Add to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.

10. After all accounts have been matched, click Next. You will receive confirmation that your account(s) have been added.
11. Click Done or Finish.

Introduction - Documentation and Procedures

NOTE: Quicken Web Connect/Express Web Connect accounts use the same Username and PIN/Password as Empower FCU website.

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Update Software and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to deactivate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Deactivate. Follow the prompts to confirm the deactivation.
5. Click on the General tab.
6. Remove the financial institution name and account number. Click OK to close the window.
7. Repeat steps 2–6 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to activate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Set up Now.
5. Use Advanced Setup to activate your account.
6. Enter Empower FCU and click Next.
7. On the Select Connection Method screen, select Express Web Connect.
8. Type your User ID and Password. Click Connect.

IMPORTANT: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.

9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching account in the drop-down menu.

IMPORTANT: Do NOT select Add to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.

10. After all accounts have been matched, click Next. You will receive confirmation that your account(s) have been added.
11. Click Done or Finish.

Introduction - Documentation and Procedures

NOTE: Quicken Web Connect/Express Web Connect accounts use the same Username and PIN/Password as Empower FCU website.

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data Files and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to deactivate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Deactivate. Follow the prompts to confirm the deactivation.
5. Click on the General tab.
6. Remove the financial institution name and account number. Click OK to close the window.
7. Repeat steps 2–6 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to activate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Set up Now.
5. Use Advanced Setup to activate your account.
6. Enter Empower FCU and click Next.
7. On the Select Connection Method screen, select Express Web Connect.
8. Type your User ID and Password. Click Connect.

IMPORTANT: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.

9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching account in the drop-down menu.

IMPORTANT: Do NOT select Add to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.

10. After all accounts have been matched, click Next. You will receive confirmation that your account(s) have been added.
11. Click Done or Finish.

Introduction - Documentation and Procedures

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select “Backing Up Your Data”, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Checking for Updates to Quicken”, and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Choose Lists menu > Accounts.
2. Select the account that you want to disable and click Edit.
3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.
4. Remove the information within the Account Number and Routing Number fields.
5. Click OK to save your edits.
6. Repeat steps 2 – 5 for each account at Empower FCU.
7. Verify that your account list does not display a blue online circle icon for any accounts at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Log in to www.empowerfcu.com and download your Quicken Web Connect file.
2. Import your transactions to Quicken.

IMPORTANT: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

3. Ensure you associate the account to the appropriate account already listed in Quicken. Click the Use an existing account radio button.
4. Select the corresponding existing Quicken account in the drop-down list and click OK.
5. Repeat steps 3-4 for all accounts at Empower FCU.
6. Choose Lists menu > Accounts. Verify that each account at Empower FCU has a blue online circle indicating that it has been reactivated for online services.

Introduction - Documentation and Procedures

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select “Backing Up Your Data”, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Checking for Updates”, and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side
2. Choose Accounts menu > Settings.
3. Remove the checkmark from I want to download transactions.
4. Click Save.
5. Click Continue when asked to confirm this deactivation.
6. Repeat steps 2 – 5 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Update Selected Online Account.
3. Enter Empower FCU in the Search field and click Continue.
4. Log in to Empower FCU.
5. Download a file of your transactions to your computer.

IMPORTANT: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

6. Drag and drop the downloaded file into the box Drop download file.

NOTE: Select “Web Connect” for the “Connection Type” if prompted.

7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

IMPORTANT: Do NOT select “ADD” under the action column.

8. Click Continue.

Introduction - Documentation and Procedures

NOTE: Quicken Web Connect/Quicken Connect accounts use the same Username and PIN/Password as Empower FCU website.

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select “Backing up data files”, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates”, and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Settings.
3. Remove the checkmark from I want to download transactions.
4. Click Save.
5. Click Continue when asked to confirm this deactivation.
6. Repeat steps 2 – 5 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Update Selected Online Account.
3. Check the box I want to download transactions and click Assist me.
4. Enter Empower FCU in the Search field and click Continue.
5. Type your Usename and Password and click Continue.
6. If the bank requires extra information, enter it to continue.

NOTE: Select “Quicken Connect” for the “Connection Type” if prompted.

7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

IMPORTANT: Do NOT select “ADD” under the action column.

8. Repeat step 7 for each additional account you wish to download into Quicken.
9. Click Continue.

Introduction - Documentation and Procedures

NOTE: Quicken Web Connect/Quicken Connect accounts use the same Username and PIN/Password as Empower FCU website.

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select “Backing Up Your Data”, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates”, and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side
2. Choose Accounts menu > Settings.
3. Remove the checkmark from I want to download transactions.
4. Click Save.
5. Click Continue when asked to confirm this deactivation.
6. Repeat steps 2 – 5 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Update Selected Online Account.
3. Check the box I want to download transactions and click Assist me.
4. Enter Empower FCU in the Search field and click Continue.
5. Type your User Id and Password and click Continue.
6. If the bank requires extra information, enter it to continue.

NOTE: Select “Web Connect” for the “Connection Type” if prompted.

7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

IMPORTANT: Do NOT select “ADD” under the action column.

8. Repeat step 7 for each additional account you wish to download into Quicken.
9. Click Continue.

Introduction - Documentation and Procedures

Task 1: Conversion Preparation

1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select “Backing Up Your Data”, and follow the instructions.
2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Checking for Updates”, and follow the instructions.

Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Settings.
3. Remove the checkmark from I want to download transactions.
4. Click Save.
5. Click Continue when asked to confirm this deactivation.
6. Repeat steps 2 – 5 for each account at Empower FCU.

Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015

1. Select your account under the Accounts list on the left side.
2. Choose Accounts menu > Update Selected Online Account.
3. Enter Empower FCU in the Search field and click Continue.
4. Log in to www.empowerfcu.com.
5. Download a file of your transactions to your computer.

IMPORTANT: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

6. Drag and drop the downloaded file into the box Drop download file.

NOTE: Select “Web Connect” for the “Connection Type” if prompted.

7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

IMPORTANT: Do NOT select “ADD” under the action column.

8. Click Continue.