quicken directions for non-migrated members

By:- TechSpeedy

Quicken Directions for Non-Migrated

Members

STEP-1 -> Within Quicken, click on Tools and then Account List.

STEP-2 -> Click the gray Edit button to bring up the Account Details screen.

Deactivate Accounts

STEP-3-> Click on the Online Services tab and select Deactivate

STEP-4-> Return to the General tab and delete information in the Account Number and Financial Institution fields.

STEP-5-> Repeat for all Navy Federal accounts within Quicken-even Hidden accounts.

Direct Connect Download of Transactions – These steps may be performed immediately following

the Deactivation steps.

STEP-1 -> Within Quicken, click on Tools and then Account List.

STEP-2 -> Click the gray Edit button to bring up the Account Details screen.

STEP-3-> Click on the Online Services tab and select either Set Up or Activate One Step Update.

STEP-4-> Enter the Name of Your Bank. Type in Navy Federal Credit Union-old.

STEP-5-> Select Navy Federal Credit Union-old. Then enter the log-in credentials as prompted:• Navy Federal Credit Union- old User ID/User Name = access number• Navy Federal Credit Union- old password = User ID• Navy Federal Credit Union- old requires that you enter more information in order to connect = NFOAA password

STEP-6-> Once completed, this screen should appear:

STEP-7-> Then select “Link – to existing Quicken account” and select the corresponding account. Once all accounts are linked, select Next. Click Finish when prompted

Manual Download of Transactions - If the Direct Connect method is unsuccessful

STEP-1 -> Deactivating the accounts within Quicken and then logging into Navy Federal. (Using Internet Explorer if possible)

STEP-2 -> Select an account within Navy Federal and select Download History.

STEP-3-> Click on Submit and then the green arrow next to Web Connect.

STEP-4-> The following box will automatically populate within Quicken:

STEP-5-> Select which existing account to link to, and then select Import. The transactions will download within Quicken.

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