Quicken and Microsoft Money Downloads
Keeping track of your daily finances can be tricky. We all know that keeping your checkbook balanced and staying in budget is a must, but it takes time to stay current. Don't you wish there was an easier way?
With Personal Access, keeping your finances in order is easier than ever. Not only can you access your account information from anywhere in the world, but now you can download your TFCU transactions into Quicken and Microsoft Money with just one click. TFCU now offers Web Connect (Quicken) and Active Statement (Microsoft Money), a service that allows Personal Access to connect directly to your money management software.
How Do I Download my Transactions?
- Just sign in to Personal Access
- Click on Accounts
- Choose the account you want to download
- Click the Download Transactions button.
- Select the type of personal finance management program you have (i.e. Money, Quicken)
- Select the date range
All of your transactions are downloaded automatically to your computer. No more fussing with importing downloaded files - Personal Access does it all for you!
If you are not currently enrolled in Personal Access Home Banking, please contact our Contact Center:
763-544-1517
1-800-862-1998 |
| Monday |
7:30am-7:00pm |
| Tuesday to Friday |
8:00am-6:00pm |
| 
