Once you’ve set up an account for online account transfers and online statements, using these online banking features is quite simple. The paragraphs that follow describe how these activities work in Quicken, but other accounting programs such as Microsoft Money and QuickBooks work in a similar fashion. (more…)

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After you’ve selected an institution, click the Tell Me More hyperlink to learn more about the services your bank offers. Click the Enroll hyperlink to apply for online services online.

5. Enable online banking. (more…)

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As with online bill payment, you need to tell your account program if you want to use online account transfers and online statements. To do this with Quicken, follow these steps:

1. Display the account’s register, and click the Overview tab. (more…)

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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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