Direct Connect
Moneyspire allows you to download transactions directly from your
financial institution through a secure encrypted Internet connection with a single click,
instead of having to manually import transactions or enter transactions manually.
This feature
is known as Direct Connect (otherwise known as Quicken Online Banking).
To enable this feature with your financial institution
- Call your financial institution's customer service department.
- Request for your financial institution to enable Direct Connect (otherwise known as Quicken Online Banking).
- You
may be asked what software you are using, if so, tell the customer
service representative that you are using Moneyspire, which is Quicken compatible. If your financial institution tells you they do not support Moneyspire,
tell them it's ok because Moneyspire is Quicken compatible.
- Be sure to obtain your user id and password, which is required for you to connect to your financial institution.
*Some financial institutions charge a monthly fee for using the Direct Connect feature.
*If
your financial institution is not listed in the software, please contact them and
ask them if they support Direct Connect (otherwise known as Quicken Online Banking).
Please do not confuse this with online banking through your financial
institution's website, this is a different feature. If your financial
institution does indeed support Direct Connect and they are not
listed in the software, please contact us.
If your financial institution does not support Direct Connect
(otherwise known as Quicken Online Banking), you can still import
transactions via the web; Click here for instructions.To enable this feature in Moneyspire
- Click on the Tools->Accounts menu option.
- Select the account you wish to enable the feature for, and then click the Edit button.
- Check the button labeled Configure Direct Connect.
- Enter your User ID, Password and Financial Institution.
To connect directly to your financial institution and download your transactions
- Select the File->Direct Connect menu option.
- Then follow the on-screen instructions to complete the process.