Signing up for online account transfers and statements isn’t difficult, but you do need to work with a bank that supports these online features. Telephone your bank and ask whether your bank provides online banking services using Quicken (or whatever other client you want to use). (more…)

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With online account transfers, you can move money between accounts and even pay a credit card bill, if the credit card is issued by the bank with which you do your online banking. With online statements, you can receive your bank statement electronically and make account reconciliations very fast and easy. (more…)

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3. Describe the type of message you want to send.

To describe the type of message you’re sending, select E-Mail About An Online Payment. Then select the online bill payment account on which you made the payment from the drop-down list box. If appropriate, select the individual online bill payment from the list box. (more…)

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Getting Electronic Payment Information

To see electronic payment information in Quicken, click the Banking menu and click Online Banking to open the Online Center. The list box at the bottom of the screen lists any current online transactions. To inquire about an earlier payment, click the Payments tab of the Online Center. Select a payment from the list, and click the Update/Send button to get the current status of a payment. (more…)

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When you have problems with an electronic payment, you do the same things you would do if the payment had been made with a paper check. If you’ve transmitted an electronic payment by mistake, you can try to stop payment. (more…)

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