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Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import...

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Page 1: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct
Page 2: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct
Page 3: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

Thank you for choosing Quicken!

Page 4: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

IMPORTANT:

Help > Quicken

Help Back Up

1. Tools > Add Account...

Page 5: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

2.

3.

4.

Options

Page 6: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

NOTE:

5. Direct Connect Continue

6.

1.

2.

3.

NOTE:

4. File Import Bank or Brokerage File (OFX, QFX)….

5.

6. Link an Existing Account

Create a new account

Page 7: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

7. Import

8.

1.

2.

3.

4. Continue

5.

NOTE:

Page 8: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct
Page 9: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

NOTE:

1.

Page 10: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

2.

3.

Page 11: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

1.

2.

3.

Click New Transaction Then click Edit Details

Then click the Online Payment

checkbox

ClickOnline Payment

Page 12: Thank you for choosing Quicken! - Atlantic Union Bank · 2019. 5. 31. · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct

4.

Enter your Payee and the Amount

Then click SaveChoose your payment date


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