PERSONAL BANKING

Quicken

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First National Bank now offers Web Connect to download account information into Quicken®, the easiest way to organize your personal finances.

  • 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.
  • Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to use - Web Connect files may be automatically opened by Quicken® directly from the First National Bank web site, which eliminates the need for you to search for files that have been downloaded.
  • Automatic account setup - Simply initiate a download to Quicken® from the First National Bank web site, and Quicken sets up your accounts for you - with your data already up to date.

Export Current Transactions

  1. Click on the account you'd like to export transaction information from.
  2. Point to TRANSACTIONS and click Export Transactions.
  3. Transactions Export - choose current statement and the Export Format you want.
  4. Click Export.

Export All Transactions

  1. Click on the account you'd like to export transaction information from.
  2. Point to TRANSACTIONS, click All Transactions and select the following: 
  3. Within Transaction Activity, click on Export Transactions.
  4. Choose Date Range and export format (Quicken 2008 & Newer is format .QFX)
  5. Accounts available for Export will appear, check the accounts you choose to export
  6. Click Export, Then Open or Save and transactions will be transferred to Quicken.
     

Not an Internet Banking user? Enroll now, or give us a call at 877.782.2195 for assistance.

Once you have logged in, you are ready to enable your accounts in Quicken®. For assistance, please see the Quicken Getting Started Guide or QuickBooks Getting Started Guide.

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Quicken Support