Note: Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.
Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
Note: Do NOT select Create a new account unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken or click the Cancel button.
If you're ready to make the most of your remote banking options, you've come to the right place. Explore our helpful videos, tips, and resources below to enroll today and start using the convenient features provided by Digital Banking.
One great reason to save money at Visions: dividends!* Your deposits in savings accounts earn a percentage back over time, and we offer excellent, competitive rates for our members.
You'll notice our savings rates, including Share Certificates and Flex Money Market accounts, are always advertised with APY, or Annual Percentage Yield. You may also notice that in some instances, like our rates pages, we include the interest rate or dividend rate, too.
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