Phase 2: Quicken For Mac

I was sitting at a table with a half dozen CIOs last month when the topic of Quicken came up. Several of the people at the table used Quicken personal finance software and its Express Web Connect and One Step Update feature, which automatically downloads statement activity from every financial institution you use into the appropriate account registers in Quicken. But only two of us knew that when you use Express Web Connect your bank transaction updates are routed through intermediate servers in Intuit's data center.

At hearing that one CIO's jaw dropped. 'You mean my bank statements are being stored on Intuit's servers?'

Another CIO at the table, who worked for a large regional bank, jumped in. 'That is correct,' he said. Related: 'And we pay Intuit for the service.'

I could see the wheels spinning. One Step Update was sequentially downloading transaction activity for every bank, brokerage and mutual find account this CIO had, routing the streams of sensitive financial data through its servers like a long, electronic freight train. It gave him the creeps. It's not quite as bad as that. I had checked into this before, so I explained.

How it works Your local copy of Quicken transmits your bank login ID and encrypted password. The bank authenticates the session and then transmits transaction updates to intermediate servers in Intuit's data center, which then transmit the data back to your personal computer. That data, which is temporarily stored on Intuit's servers, is encrypted and those servers are kept in a separate, locked room, according to a spokesperson. 'We maintain the financial institution IDs, route the request to the right financial institution, maintain the financial institution profile, support information, and support contact data for the financial institution.'

That leads us to the next question. Why do they do it? As a service to customers.

You can download and import updates packaged in Quicken's QFX file format from your bank one statement at a time. In that case Intuit is not the middleman.

But that's time consuming and takes multiple steps. Quicken's One Step Update orchestrates the authentication and download process across multiple accounts and multiple financial institutions. You go away for a coffee, come back and everything is updated. (This service, included with your Quicken purchase, is discontinued after three years unless you upgrade to the latest version. It's a major reason why people feel that they must upgrade.

If you're on Quicken 2007 you've probably gotten the notice already.) If you don't like the idea of your encrypted statement data going through Intuit's servers you can still download all of your updates manually. But if you want the convenience you need to trust Intuit. The CIO seemed somewhat relieved upon hearing the details but he was still upset that Intuit had not clearly disclosed this to him as a customer before he began using the Express Web Connect feature. I can't say as I blame him, but. Just take the whole thing, please. I too have concerns about security, but personally I've had so many problems with Quicken since I upgraded last year that I'd prefer to move the whole shebang into the cloud. I've had several issues.

First I was forced to upgrade from Quicken 2006 to 2009 if I wanted to continue with the Express Web Connect service. Then, shortly after I did so I ran across a bug in Quicken 2009 that prevented some of my accounts from activating properly for the Express Web Connect process. (Eventually, Quicken provided a free upgrade to Quicken 2010, which fixed the problem.) Then another issue came up: Quicken has difficulty setting up online access for any bank account you create with a zero balance. The workaround: Transfer $1 in prior to setting it up for online access and then reverse the transaction after the fact. These are just a few of the jarring things that can happen when you upgrade a three-year-old copy of a program to the latest version. In a software as a service model things evolve more gradually and Quicken support has direct access to the application and data, which would save me from being the intermediary. There are just two problems holding me back from putting my financial life in the cloud.

The first is that a full-featured version of Quicken isn't available online yet. The bigger issue, however, is security. Get real with security What would it take for me to trust Intuit with my personal finances?

It will need to create a separate business unit that's chartered as a financial institution. If Intuit is going to host my entire financial life I want them to be bound by the same privacy and security regulations as my bank. While Intuit offers a privacy policy, it is under no legal obligation once you move sensitive financial information off your bank's servers and onto theirs. That is unacceptable.

Secondly, I want much stronger security than what is offered today with Intuit's entry level Quicken Online and Mint products. I don't just mean encrypted sessions with a user name, password and challenge question authentication, as banks do today. Users need more sophisticated protections, including an option for two-factor authentication. Give me that and I'll gladly give up runing Quicken on my local PC, and all of the issues that come along with it, from configuration problems to bugs, backup headaches and upgrade glitches.

Intuit, I'm ready. Quicken: The Saga. (Feb 2008).

Online services, fees, troubleshooting and usage questions. Answers Bill Payment. If we fail to complete a payment or transfer in time or in the correct amount according to the Landmands Bank Online Agreement (Section 7), we are liable for your losses or damages. However, there are some exceptions. We are not liable if: (1) through no fault of ours, you don't have sufficient funds in your account to make the transfer; (2) the funds are subject to legal process or other encumbrance restricting a transfer; (3) the transfer exceeds the credit limit on your line of credit; (4) there is a technical malfunction which is known to you at the time you attempt to initiate the transfer or, in the case of a recurring transfer, at the time the transfer should have occurred; (5) circumstances beyond our control (such as fire or flood) prevent the transfer, despite reasonable precautions that we take. In no event are we liable for more than actual damages proved if any failure of ours was unintentional and resulted from a bona fide error, notwithstanding the maintenance of procedures reasonably adopted to avoid such an error. This does not mean that we accept liability for other circumstances resulting in transfers not being made or completed on time.

Log on to your bank's web site. Select the download link from the Account Detail page or the Download link from the left navigation menu on the Account Summary page. Select the account to download. Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day. Select the Quicken 2009 or later (Web Connect) format. Click on the Download Now button.

A dialog box may appear stating 'Would you like to open the file or save it to your computer?' (If your downloads are saved to your hard drive, find the file after it is saved, and open the file.). If this is your first time downloading with Quicken ® Web Connect for the account selected:. A dialog box will appear stating, 'You are downloading transactions for the following account.' The box will display account information, such as Financial Institution, Account Type and Account Number. You will be asked if you would like to use 'An existing Quicken account' or if you would like to 'Create a new Quicken account'. Click the Use an Existing Quicken account button and select an account that you manually enter transactions or perform QIF imports and click Continue.

Or, click the Create a new Quicken account button and type a name for the account and click Continue. (You only need to select the account for this first download. After the account is activated for Web Connect account access, future downloads will download to this account automatically). When a dialog box appears stating that 'Quicken confirms that Web Connect data has been successfully downloaded to Quicken', click Done.

Follow the above steps for any other accounts you may wish to download into Quicken 2009. Log on to your bank's web site. Select the download link from the Account Detail page or the Download link from the left navigation menu on the Account Summary page.

Select the account to download. Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day. Select the Quicken 2009 or later (Web Connect) format. Click on the Download Now button.

Save the.qfx file you downloaded to your desktop. Open Quicken 2009 and click on File, select Import Web Connect.

Locate the Web Connect file you just saved to your desktop and click Open. You will be asked if you would like to use 'An existing Quicken account' or if you would like to 'Create a new Quicken account'. Click the Use an existing account button and select an account that you manually enter transactions or perform QIF imports, and then click OK. Or, click the Create a new account button and type a name for the account, and then click OK. (You will only need to do this the first time you download an account.

After the account is activated for Web Connect account access, future downloads will download to this account automatically.). Your downloaded transactions are displayed in the Download Transactions window. Follow the above steps for any other accounts you may wish to download into Quicken 2009. When attempting to connect to your online banking account from Quicken ®, go to the list of participating financial institutions, and select Landmands Bank and click on Go, and then log into our bank site as you normally would. Have Quicken 2009 open. Click Download Transactions located at the bottom of your account register.

The next page displayed will be the Landmands Bank page. Log into your bank/credit card as you normally would. Select the download link from the Account Detail screen or the Download link from the left navigation menu on the Account Summary page. Select the account to download. Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day. Select the Quicken 2009 or later (Web Connect) format.

Click on the Download Now button. A dialog box may appear stating 'Would you like to open the file or save it to your computer?' (If your downloads are saved to your hard drive, find the file after it is saved, and open the file.). When a dialog box appears stating that 'Quicken confirms that Web Connect data has been successfully downloaded to Quicken', click Done.

Your transactions have been downloaded into your Quicken software. From the Online menu, select Download Transactions. Choose First National Bank from the Financial Institution pop-up menu. Choose the account name from the Account pop-up menu. Click Download. Quicken ® will launch your default browser and take you to the Landmands Bank page. Log into your bank/credit card as you normally would.

Select the download link from the Accounts Tab or any Account Detail page. Select the account to download.

Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day. Select the Quicken 2009 or later (Web Connect) format. Click on the Download Now button. Quicken ® will automatically locate the file on your desktop and display the downloaded data from this file in the Download Transactions window. Select each transaction that you want to add to your register.

You can hold down the Command key and click additional transactions to select multiple transactions. If you make a mistake and want to deselect a transaction, click on it again. Click Accept to record the selected transactions, or Accept All to record all transactions. The accepted items are added to your register, marked C (cleared), and removed from the transaction list. If you have problems downloading your account information, please. QuickBooks ®. QuickBooks 2009 ® is required for you to use QuickBooks with your online banking account.

Log in to your account. Select the download link from the Accounts Tab or an Account Detail page. Select the account to download. Select your download dates. To avoid possibly downloading duplicate entries, the THROUGH date should be no later than the previous business day. Select QuickBooks 2009 or later (Web Connect) format. Select the Download Now button.

A dialog box will appear that asks whether you want to process transactions now or save them for later processing. Select the HaveQuickBooks process these transactions now radio button to continue. On the 'Select Bank Account' dialog box, select the Use an existing QuickBooks account radio button and select an account from the drop-down list, or select the Create a new QuickBooks account radio button and type a name for the account, and then select Continue. When QuickBooks confirms that your Web Connect data has been successfully read into QuickBooks, select OK. From the Banking menu, choose Set Up Online Financial Services, then choose Setup Account for Online Access.

You may see a message about closing all windows. Select the Enable Accounts tab on the top of the Interview Box. Select Next. From the drop-down list, select Landmands Bank, then select Next.

Select 'Yes, I've received my confirmation letter', then select Next. If prompted to complete your account setup online, select 'Go Online'. Log into your account on Landmands Bank Online. Go to the Download page, select your account, your statement/date range, select the QuickBooks 2009 or later format, and select Download Now to download your statement/date range into QuickBooks. Select a QuickBooks account to set up for online services. To enable an existing QuickBooks account for online banking, select 'Use my existing QuickBooks account.' Choose the account you want to enable, then select Next.

To create a new QuickBooks account for online banking, select 'Create a new QuickBooks account,' then select Next. Follow the on-screen instructions to enter new account information. If prompted, enter your account type and account number, and select the online account access and/or online payment services. Continue following any remaining instructions to complete the interview and setup process.

When attempting to connect to your online banking account from QuickBooks ®, you will need to select the list of participating financial institutions, and then select Landmands Bank, and then log into your bank site as you normally would. From the QuickBooks banking menu, choose Online Banking Center. In the Online Banking Center, select Landmands Bank from the Financial Institution list box. (This box is in the upper left hand corner of the screen.). In the Items to Send area, select the desired statement and then select Go Online. When your banks site's page is displayed, enter your User ID and password, and select Download in the logon to/go to drop down box. Select Submit/Log On button.

Select the account to download. Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day.

Select the QuickBooks 2009 or later (Web Connect) format. Select the Download Now button. A dialog box may appear asking if you would like to Open the file or Save it. You will next see a dialog box from QuickBooks that QuickBooks has received new transaction data. Select to import new transactions now. You will see a dialog box that your Web Connect data has been successfully read into QuickBooks.

In the Items Received From Financial Institution area, select the desired statement and then select View. The Match Transactions window appears. From the list at the bottom of the Match Transactions window, select a transaction to add to the register and then select Add One to Register. Use the Add Multiple button to add all transactions that have a recognized payee and associated account. Follow the on-screen prompts to perform your desired activities.

You will have opportunity to create an alias for an unrecognized payee. Aliased payees are automatically renamed at each download. When the transaction appears in the register, select an account for the transaction from the Account drop-down list and then select Record.

If you have problems downloading your account information, please. Quicken ® and Quicken ® for Mac. The download must be saved into a file on your hard drive (usually the C: drive for PC users or the desktop for Macintosh users). Information will be downloaded from your online banking account from a specified date range into a file designated by you. Follow these procedures for downloading:. From your online banking account, select the Download Transactions link from the Account Detail page or the Download link from the left navigation menu in the Banking section. Choose the account you would like to download.

Choose your download dates. To avoid duplicating pending transactions, the THROUGH date should be no later than the previous business day. Choose your download format. There are two format options available for Quicken: Quicken versions 1999 release 4 and above or Quicken 99 below release 4. Choose the format that is appropriate for your version.

Click on Download Now. The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK. A SAVE AS window will be displayed on your screen.

In this window, select the file location in the SAVE IN drop-down box. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the.qif extension.

For example: checking.qif, download.qif, update.qif. Then select the SAVE button.

The account information is now located in the file and a DOWNLOAD COMPLETE message will appear. A download window will appear indicating download status or asking to save file to disk.

Click OK if necessary and save file to hard disk. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered.

Quicken Mac Torrent

Make sure you note any sub-directories the file might be in. Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.). Then select the SAVE button. The next step is to import the file into the appropriate Quicken ® account.

To begin this process, open up the appropriate account within Quicken ® and complete the following steps:. Select FILE and then select FILE OPERATIONS. Select IMPORT. A QIF IMPORT window will appear, and the file that was saved earlier must be selected. Select FIND FILE. Select the C: drive and find the file that was saved followed by.qif. Select it and hit OK - Select OK on the QIF IMPORT screen.

View the account. All transactions will fill into the register with dates, descriptions and amounts. If you have problems downloading your account information, please. Microsoft Excel ®.

The download must be saved into a file on your hard drive (usually the C: drive for PC users or the desktop for Macintosh users). Information will be downloaded from your online banking account for a specified date range into a file designated by you. Follow these procedures for downloading:. Select the Download link from the Accounts Tab or a the Account Detail page. Choose the account you would like to download. Choose your download dates.

To avoid duplicating pending transactions, the THROUGH date should be no later than the previous business day. Choose the Text (Excel, Lotus) comma delimited format. Click on Download now. The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK. A SAVE AS window will be displayed on your screen. In this window, select the file location in the SAVE IN drop-down box.

While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the.qif extension.

For example: checking.qif, download.qif, update.qif. Then select the SAVE button. The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK.

A SAVE AS window will be displayed on your screen. In this window, select the file location in the SAVE IN drop-down box.

While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. Enter a FILE NAME.

The file will automatically be named DownloadTran.txt. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the.txt extension. For example: checking.txt, download.txt, update.txt.

Then select the SAVE button. The download information is now located in the file and a DOWNLOAD COMPLETE message will appear. A download window will appear indicating download status or asking to save file to disk. Click OK if necessary and save file to hard disk. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered.

Make sure you note any sub-directories the file might be in. Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.).

14+ Strategic Plan Templates – PDF, Word Usage of the strategic planning template plays a very important role in decision making and accomplishing the task. Since it is designed in a structured format, people find it a lot easier to enter information and also handling the tasks. In the following sections, you’ll find free, downloadable planning templates for business, nonprofit, human resources, marketing, IT strategic planning, and more. Strategic Business Plan Template A comprehensive, strategic business plan may include company information, SWOT analysis, research, goals, resources, risks and more.

Then select the SAVE button. To open the file using Microsoft Excel ®, complete the following steps:. Select FILE then select OPEN. In the FILES OF TYPE box, click TEXT FILES. In the LOOK IN box, locate the file saved during the download phase and double-click on the file you want to import. The Text Import Wizard will appear. In step 1 of the wizard, Choose DELIMITED for your file type, then click on the NEXT button.

In step 2 of the wizard, place a check in the COMMA option for Delimiters, then click on the NEXT button. In step 3 of the wizard, you may choose the format you wish for each column by clicking the columns in the DATA PREVIEW box, then click on the FINISHED button when your data is formatted as you like. View your transactions.

All transactions will appear with dates, descriptions and amounts. If you have problems or questions about downloading your account information,. Transfer Funds. You can transfer funds to and from any Landmands Bank savings and checking accounts on which you are an authorized owner. Plus, you can make payments to your line of credit, mortgage and installment loans, and Landmands Bank credit card accounts. You may also transfer funds to other customers of Landmands Bank provided you know the name on the account and the customer's account number. Some accounts, such as checking accounts, have no limit on the number of transfers you can make.

However, savings and money market accounts are restricted on the number of withdrawals or transfers per month. Please review your account disclosures for such limitations. If you have any questions,. If you would like to transfer funds from a Landmands Bank account to an external account, our online BillPay system offers this capability. PIN. Your Personal Identification Number (PIN) is a security code that allows Landmands Bank to verify that a request to access your account is authorized by you. Your confidential PIN prevents unauthorized use and ensures complete security when making transactions on your accounts.

When selecting a PIN, use something that is not easily guessed — avoid birthdays and addresses. Use different PINS for each account.

Memorize your PIN. Do not write it on the back of your card or keep it with you. Since the PIN is for security purposes, you should not disclose it to anyone. Once you log in to the website, you can request a PIN change for your credit card and Visa ® Debit Card/ATM card. Credit Cards - Click the 'Services' tab, and you'll find 'PIN Request' after clicking on 'Credit Card Account Services' in the left navigation. Debit/ATM Cards - Click the 'Services' tab, and you'll find 'PIN Request' after clicking on 'Deposit Account Services' in the left navigation. Paperless Statements Overview.

No, when you sign up for Paperless Statements you will not receive a paper statement in the mail. If you would like to continue to receive your paper statement, and you would also like to receive an email notifying you when your new account information is available to view online, you can sign up for the Statement Information Available email alert in the Manage Alerts section of the site. Paperless Statements are currently available for credit card, checking, savings, money market, line of credit, certificate of deposit, and IRA accounts. Yes, you can choose to send your paperless statement notifications to up to two email addresses per account. At any time you can return to paperless statements in the Accounts section of the site and choose Manage Statements to turn paperless statements on or off.

Viewing, Printing and Saving Your Paperless Statements. You will begin to receive paperless statements and stop receiving paper statements with your next statement cycle.

Quicken For Mac Download

If your statement has recently cycled, you may receive one last paper statement before electronic statements begin. Account Alerts. To change your email address(es) go to the Profile section of the site. At the end of each business day, when the account alerts are generated, the last payment that posts to your loan account will be the payment amount that is reflected on your alert.

Quicken For Mac Vs Windows

If there were multiple payments made, or if the loan payment(s) were split between principal and interest, the alert amount may not match the amount of the payment you made. It is recommended that if your alert does not match the amount of your last payment, that you log in to our secure web site to view your loan account history. Online Message Center. Each time you receive a new message, an email will be sent to your personal email address notifying you of the new message. Log in to online banking and click on Contact Us to access the Online Message Center where you will be able to view your new message. It is our goal to respond to all messages within a reasonable amount of time.

If you haven't received a reply within the designated amount of time, please resend the message or call our customer service representative. When you delete a message, the message is no longer available in the Online Message Center but remains on our system for a period of 1 year. You can update your email address within the Profile tab of Online Banking. Getting Started. For your security, every customer should have a unique User ID.