Quicken/Microsoft Money Questions

Q) Will I be able to download directly to Quicken™ or Microsoft Money™, or my , favorite financial software? How do you do it?
A) Yes. Quicken, Microsoft® Money and most financial programs use the same file format to import data from an outside source. It is usually referred to as "Quicken Interchange Format" or "QIF". Quicken was the company that created this format so they got to name it. Many other financial programs also support this format. Please consult the manual or online help that comes with your financial software package to find out more about this feature. Each financial program is different; the general steps are:

• Log into SunState Express PC Home$Banking™.
• Click on "History" from the menu on the left.
• Click on "Download History for Quicken/Money".
• Select the Share/Loan and enter the dates you are interested in.
• If you are asked to save a file, save it , to disk.
• If you get a text listing, go to, the File menu and choose Save As to save the page to disk.
• Open your financial program. There should be an import feature; refer to your financial software manual or online help for further instructions.

Q) What are the steps to resolve duplicate Quicken accounts?
A)Those who used Quicken before June 11th may have duplicate accounts due to the installation of 4 digit ids.  The solution for this is to delete the previous account and re-import the account with the correct id.

1. Open Quicken and click on Tools>>Account list.
2. Select the Existing account and click on the "Edit or Edit Details" button.
3. From the Online Services tab, click on Remove from One Step Update to deactivate the account.
4. Once the account gets deactivated, click on the General Information tab; delete the account number from there.
5. Once done, click on the Online Services tab again and click on Activate One Step Update button to reactivate the account.
6. If customer has more than one account, in that case, he would need to deactivate all the accounts held at your bank, delete the account numbers from the General Information tab and click on Ok.
7. Once he is done with the deactivation and deleting the account number, reactivate the accounts.

Q) What browsers can I use?
A) Microsoft Internet Explorer 6 (Preferred) or Netscape Communicator 6.0 and above.
Note: Netscape users running 8.1 and higher should have their display set to "Display like Firefox" or they will be unable to download quicken files.

Q) What is the customer ID & PIN?
A) The customer ID is your SFCU account number, while your , PIN is the Access Code you use to access your account here at the credit union.An OL-332 occurs when an incorrect customer ID or Personal Identification Number (PIN) is entered in Quicken.
Verify your PIN

Q) What if I get OL-332 when using online services?
A)Verify that the PIN you entered is correct. Some financial institutions have special requirements for the Quicken PIN including, case sensitivity, , minimum length, , or a , mix of letters and numbers. Your PIN could will be the same as your Home$Banking password . Re-enter the PIN carefully since if a PIN is entered incorrectly, typically after , the third attempt, online access , will by locked by the financial institution.
Note: If you are setting up online services such as transaction download for this account there may be additional information displayed in the dialog where you enter your Customer ID and PIN that may tell you what should be entered.

• Verify Customer ID
  • Select the Tools Menu > Account List
  • Select the account, and click , Edit in the upper left of the Account List Window
  • Verify that the Customer ID displayed under the General Information Tab is correct
  • If the Customer ID is correct then also review the Financial Institution name, and Account , Information (e.g. Account and Routing number)
    
    
• PIN Vault
  • If you use the PIN Vault it may have stored an incorrect PIN.
  • Select Online Menu > One Step Update
  • At the PIN Vault Password dialog click Skip Vault
  • Enter the PIN information manually for this financial institution
  • If you connect successfully, reset the , PIN vault.
    
    
• To Reset PIN Vault:
  • From the Quicken Online menu, choose PIN , Vault, and then , choose Delete.
  • Click Yes in the message window.
  • Resetting the PIN Vault removes all stored PINs, erases your , PIN Vault password, and requires , manual entry of PINs. If you would like to use the PIN Vault again, you will , need to set up the PIN Vault again.
  • Choose Online menu > PIN Vault > Setup, and click , Next.
    Select the financial institution for which you want to store a PIN, and click , Next.
  • Select the customer ID corresponding to the PIN you want to store, and click , Next.
  • Enter and the PIN assigned to you by the financial institution you selected in step 2, re-enter the , PIN to confirm it, and click , Next.
  • Click No if you're finished storing PINs.
  • Enter a PIN for the PIN Vault, and then , re-enter the PIN to confirm it.
  • Enter a password that is easy to remember, and click , Next.
  • Click Done.
    

Q) What does the OL 393A error message mean?
A) The OL 393A message will appear when an account is still showing activated on the Quicken software but the account has either been closed, paid in , full, or is , no longer available through Home$Banking. You will need to deactivate the account in Quicken for other accounts to download.

Q) Why does Quicken not work on my Mac computer?
A) At this time, the Web , Connect feature is not available for Mac operating systems. However, you can , still use the QIF format to download your transactions from Web Access.

Q) Why isn't SunState Federal Credit Union listed on my financial institution list?
A) The version of Money software you are using needs to be updated. Use the Internet Updates option near the bottom of your screen to update your software. After the update, SunState Federal , Credit Union will appear on your list.

Q) Can I set up the program to update my information automatically?
A) Yes, use the , background banking feature and set a time interval for Money to automatically update. For example, you can , have Money update every 2 days. As long as you have an Internet connection available, Money will , update your information on that time interval.

Q) What do the E, C, and , R , codes in the C column represent?
A) The C column monitors which transactions have been cleared by a financial institution. As you manually balance an account against a paper statement, click the , C column for each transaction shown on the statement and the letter C (for cleared) appears. When you download a statement from your financial institution, the letter , E (for electronic) appears in the column. When you finish the balancing process, you'll see , the letter R (for reconciled) for all transactions.

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