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Quicken Support

Manage your finances with our support of Quicken’s One Step Updates.

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Manage Your Money Using Your Preferred Tools
  1. Overview

Overview

It’s now even easier to manage your finances with BCU’s Quicken® support. You can easily retrieve your account transactions through Quicken’s One Step Update.

One Step Update lets you:

  • Easily add BCU as a financial institution within Quicken
  • Make updates to multiple accounts at once
  • Eliminate manual entry
  • Easily see the transactions from your BCU credit cards, loans and shares
  • Automatically reconcile data
  • Eliminate duplicate transactions.

You’ll need to use Quicken 2013 or higher to take advantage of these One Step Updates.

It’s easy to set up One Step Update within Quicken:

  • On your Quicken Toolbar, select “Add Account” under “Tools”
  • Follow the set-up instructions provided within Quicken
  • When prompted, enter the Credit Union name as “BCU”
  • You’ll then be asked for the member number and password you use for Online Banking
  • Finally, to begin uploading transactions into Quicken, follow the instructions that are provided to complete verification of your accounts within Quicken.

Get Started with Quicken!