- Login to Home Banking
- Click Additional Services
- Click Export
- Choose the sub-account you would like to export from the drop-down menu (00, 02, etc)
- Choose the dates of account history to export
- Choose the format: “Quicken 99 and later (QIF)” for versions of Quicken released from 1999 thru 2004. Dates are in a format of MM/DD/YYYY
OR
Choose the format: “Quicken 99 and later (QIF) (foreign date format)” for foreign versions of Quicken released from 1999 thru 2004. Dates are in a format of DD/MM/YYYY
- Click Download Data
- A window will pop up. Click Save and choose Desktop
- A second window will pop up showing the status of the saved information. Click Close if it does not close automatically
- Minimize all browser windows until the desktop is in view
- Open the Quicken program
- Click on File (top left side of screen)
- Click Import, then click QIF file
- A window will appear with two fields. The first drop-down menu allows you to choose the appropriate sub-account. At the second field, click Browse and choose Desktop
- Double-click the QIF file to complete the import
- A window will pop up with the amount of transactions imported. Click OK
- Quicken will automatically update and change screens to show new account registry