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You can download statement information into your Personal Management Software. The following are download procedures available for some of the more popular software programs in use today:

Quicken^® Web Connect*
Quicken^® and Quicken for Mac†
Microsoft Excel^®‡

View the questions below for more information on using these software programs.

Quicken® Web Connect

• What is Quicken^® Web Connect?

  Quicken^® Web Connect offers superior download capability. You will enjoy an easier, and more accurate download, without having to import and find your file, worry about duplicates, or even manually launch Quicken! To use Web Connect, you must have Quicken^® 2009 software. Quicken^® Web Connect downloads can be done from either DirectCardAccess.com or from your Quicken^® 2009 software.

• How do I perform a Quicken^® Web Connect download from DirectCardAccess.com?

  For PC Users:

  • 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?" Select Open. (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.

  For Macintosh Users:

  • 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.

  
  
  
• How do I find DirectCardAccess.com on my Quicken^® 2009 software?

  When attempting to connect to DirectCardAccess.com from Quicken^®, you will need to select the list of participating financial institutions, you will need to select DirectCardAccess.com and click on Go, and then log into our bank site as you normally would.

• How do I perform a Quicken^® Web Connect download from my Quicken^® 2009 software?

  For PC Users:

  • Have Quicken 2009 open.
  • Click Download Transactions located at the bottom of your account register.
  • The next page displayed will be the DirectCardAccess.com 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?" Select Open. (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.

  For Macintosh Users:

  • From the Online menu, select Download Transactions.
  • Choose DirectCardAccess.com 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 DirectCardAccess.com 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.
  • 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 Contact Us.

Quicken® and Quicken® for Mac

• How do I download from Quicken software?

  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). DirectCardAccess.com will download information from a specified date range into a file designated by you.

  Follow these procedures for downloading:

  • Select the Download Transactions link from the Account Detail page or the Download link from the left navigation menu in the Banking section of DirectCardAccess.com.
  • 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.

  For PC Users:

  • 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.

  For Macintosh users:

  • 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.)
  • 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 Contact Us.

Microsoft Excel®

• How do I download from Microsoft Excel software?

  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). DirectCardAccess.com will download information from a specified date range into a file designated by you.

  Follow these procedures for downloading:

  • Select the Download Transactions link from the Account Detail page or the Download link from the left navigation menu in the Banking section of DirectCardAccess.com.
  • 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.

  For PC Users:

  • 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.

  For Macintosh users:

  • 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.)
  • 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, Contact Us.

If you did not find the answer you were looking for or have a comment, Contact Us.

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*	Quicken, Quicken for Mac and QuickBooks are trademarks of Intuit Inc., registered in the United States and other countries.
†	Mac and Macintosh are trademarks of Apple Inc., registered in the U.S. and other countries.
‡	Microsoft Excel is a registered trademark of Microsoft Corporation in the United States and other countries.