Financial institutions often passed this fee on to the customer. Most have stopped charging customers for Quicken transaction downloads. Check with your financial institutions before setting up transaction downloads to determine if you can do so for free, especially if you use a regional bank or credit union. In general, Direct Connect uses a Personal Financial Management (PFM) software package such as Quicken ® or QuickBooks ®.With your PFM software you can access Zions directly and download banking information into your software's check register as well as pay bills online. Web Connect allows you to automatically download your transactions from Online Banking, launch your Quicken software, and reconcile your transactions all in one easy step. With Web Connect, there is no more searching for downloads and importing Quicken Interchange Format (QIF) files, and no more duplicate transactions due to multiple QIF downloads. Access your checking and savings accounts, transfer funds, pay bills, and more when you combine Online Banking with Quicken. ® You can even manage your small business banking needs by combining Online Banking and QuickBooks. ® CompareOnline Banking, Quicken ® and QuickBooks ®. Web Connect allows you to manually download a file from Ally Bank's website and upload it into Quicken for each account. Express Web Connect automatically downloads transactions from Ally Online Banking into Quicken. Quicken will ask you to input your Ally Online Banking username and password, and answer your security questions.
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[MUSIC PLAYING] Do you want to take control of your full financial life? Then let's talk about how Plan and Analyze can put you on the road to success. If you haven't enrolled in Plan and Analyze, you'll need to do that first.
Then you'll need to link your outside accounts so you can see a holistic view of your entire financial picture. You can link other bank accounts, investments, loans, credit cards, and even rewards accounts. This will help you manage your money better.
Bank Downloads To Quicken Download
The second step is to categorize your transactions. Now that you can see all your accounts, this tool lets you review your transactions and places them into categories like groceries or gas or home improvement. The tool automatically assigns a category based on that specific merchant, but you also have the flexibility to change the category if you want.
Step three is spending analysis. This tool helps answer an important question. Where is your money going? Once you have an answer, you'll know if you're on track and can move to step four, setting a budget.
By setting a monthly budget with specific categories, you'll take control of how much and where you spend your money, and the budget tools syncs with all your accounts so it tells you how you're doing in real time.
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The fifth step is to set goals. Most people really want to save money, but they don't. The goal tool helps you save for specific things and tracks your progress as you go. The easy-to-read bar helps you gauge how you're doing in real time. You put in what you want to save for, like an emergency savings account, a car, a vacation, or a college fund, and the tool will tell you how to do it.
Quicken Download All Transactions
Once your budget and goals are set, you can further analyze your financial situation with tools such as cash flow, net worth, and portfolio. Be sure to check those out so you can take full control of your financial life. Because at BB&T, all we see is you.