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Advantis Credit Union
Online Banking
Online Banking Notice. Learn More.
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DOWNLOAD ACCOUNT INFORMATION

Manage your money the way you want to

Download Account Information

Download your financial information

You can cut down on manually entering your financial information into your financial applications by downloading your Online Banking transactions into Quicken or Microsoft Money. 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. Because there’s a limited amount of space, only information from the current and the previous month is available for download. Depending on the activity on the account, prior information may also be available (limited to the prior three months).

Quicken Users

Advantis Online Banking offers Express Web Connect and Web Connect with Quicken. Learn about Quicken connection options

If you used Direct Connect in our previous Online Banking system, you’ll need to deactivate your Advantis account in Quicken and then reconfigure it in 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

Please ensure you have a supported version of Quicken:

  • Web Connect:
    Quicken Windows versions 2012-2015
    Quicken Mac versions 2005-2007, Quicken Essentials, and Quicken Mac 2015
    QuickBooks Windows versions 2012-2015
    QuickBooks Mac versions 2012-2015
    QuickBooks Online

  • Express Web Connect:
    Quicken Windows versions 2012-2015
    Quicken Mac versions 2005-2007, Quicken Essentials, and Quicken Mac 2015
    QuickBooks Online edition
    Mint.com
    If you’re currently using an older version of Quicken it’s quick and easy to update your software.

Here’s how to download information from your monthly statements using Quicken (QIF Export) or Microsoft Money (OFX Export):

  1. Click on the Export icon.
  2. Select the desired source Account for downloading.
  3. Select the time frame.
  4. Choose the export format.
  5. Select Download Data.
  6. Choose drive and name file.
IMPORTANT: Please remember where you save the file. We recommend that you save the file to your desktop for easy future access.

Import the file into your financial software by following the instructions included with your software program.








 
 
 
 
 




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