About Quicken^® and Microsoft^® Money^®

Does online banking interface with Quicken or Microsoft Money?

Yes. You are able to retrieve your First Citizens Bank account information or pay bills using Quicken or Microsoft Money.

For information about accessing your account(s) using Quicken or Microsoft Money, click here.

How do I save the Quicken Web Connect data to my computer?

To save the Quicken Web Connect data to your computer, do the following:

1. From within Quicken, click Edit then Preferences.
2. Next, select Quicken Program, then click the "Web Connect" option.
3. Check the box that reads "Give me the option of saving to a file whenever I download Web Connect data" and click OK.

How do I change the transactions displayed within online banking?

If you need to narrow the transactions displayed on the screen, you will need to scroll down to Transaction Search. Type in the Transaction Dates or Check Range to narrow your list of transactions. This feature is useful to find out if certain checks have cleared your account and for narrowing the transactions to download into Quicken or Microsoft Money.

How do I get help with downloading transactions into Quicken or Microsoft Money?

If you are having problems downloading the file to your computer or floppy disk and you are not getting the message "x items were successfully exported," you will need to speak to an online banking representative. If you are able to download the file, but not able to import, you may want to go through the download process again. (You may have downloaded a bad or damaged file.)

If you are still having problems importing the file, you will need to consult your Quicken or Microsoft Money support literature or contact a representative from Quicken or Microsoft Money for support.

I'm trying to use Web Connect, but the transactions are not downloading. What should I do?

1. Open your Quicken software.

2. Select the account you wish to access with Web Connect (checking, savings, etc).

3. Click the Overview tab, located above the Register.

4. Under the Account Attributes section, click and select Change Online Services.

5. The Financial Institution name, located just above "Transaction Download", must reflect "First Citizens Bank, Web Connect" in order to function properly. If the Financial Institution name does NOT reflect this name, click and select "Deactivate' in the Transaction Download option.

6. Once Transaction Download is deactivated, click the General Information tab at the top of the screen.

7. Under the "Financial Institution" box, double click to view a list of all banks who are compatible with Quicken's online services. Click and select the Institution "First Citizens Bank, Web Connect".
   
   NOTE: If you are unable to locate "First Citizens Bank, Web Connect" in the list, click and select the One Step Update option. This option can be found under the Online menu, or simply by clicking the Update symbol next to the Back button. Uncheck all of the options under One Step Update, then select Update Now. This will update your Quicken software, which will also update your Financial Institution list to reflect the "First Citizens Bank, Web Connect" option.

8. Click back onto the Online Services tab.

9. Under the Transaction Download option, click the Activate button.

10. You will then be directed to the First Citizens web site, along with instructions on how to use Web Connect. Log into your Online Banking and attempt to download your transactions.

11. Once the transactions are downloaded, go back to your Quicken register. The downloaded transactions will be located just below your register.

12. Click Accept All to add any or all of the downloaded transactions to your register.