How to download to Quicken

How do I download my account information into Quicken?

You will need to log into your Quicken program and setup your account so it will download information from your Delta Community CU account.

Quicken support provides instructions on how to set up for Online Banking at https://www.quicken.com/support#windows.

When I'm setting up the transaction download feature, I am being prompted for the bank name.

Always choose Delta Community Credit Union.

How much transaction history is available for download?

You can retrieve the last 90 days of transaction history when using the following:

  • QUICKBOOKS ONLINE web-based services
  • EXPRESS WEB CONNECT option with QUICKEN FOR WINDOWS
  • QUICKEN CONNECT option with QUICKEN FOR MAC

This limitation is set by Quicken.

You can retrieve the last 180 days of transaction history when using the following:

  • QUICKEN FOR WINDOWS
  • QUICKEN FOR MAC
  • QUICKBOOKS FOR WINDOW
  • QUICKBOOKS FOR MAC desktop programs using DIRECT CONNECT transaction download method

Transactions older than 180 days are no longer retrievable for automated downloading but could be manually typed into the Quicken program from you online or paper statements.