Within Online Banking there is an option to download your transactions into Quicken or Microsoft Money. This will shorten some of the manual entering. Your financial information is provided in a format that is compatible with some software.
The information provided on your monthly statements is the only information that can be downloaded. Since there is a limited amount of space, the information available for download is the current and previous months. Depending on the activity on the account, prior information may also be available (limited to the prior three months).
Our new online banking system offers Express Web Connect and Web Connect with Quicken. Direct connect is no longer available. Learn about Quicken connection options
If you used Direct connect in our previous online banking system, you will need to deactivate your Advantis account in Quicken and then “re-link” it into Quicken using Express Web Connect or Web Connect options.
How to link your Advantis account into Quicken
Download step by step instructions: Re-linking your Advantis account into Quicken
If you are currently using an older version of Quicken you can click here to update your software.
To download the information from your monthly statements using Quicken (QIF Export) or Microsoft Money (OFX Export):
> Click on the Export icon.
> Select the desired source Account for downloading.
> Select the time frame.
> Choose the export format.
> Select Download Data.
> Choose drive and name file.
IMPORTANT: Remember where you save the file. It is recommended that you save the file to your desktop for easy access in the future.
Import the file into your financial software by following the instructions included with the software program.