![]() ![]() Step 4: Select your Date Range preference and Format preference from the drop down options. Step 2: Select the checking account that you would like to export. Step 1: Log on to your CSB Online Banking account. Once you have this information, you are ready to enable your accounts in Quicken®. With Web Connect, your Customer ID and Password are the same as the ones you use to login to the Cambridge State Bank Website. ![]() What you need to get started First, you will need a Customer ID and Password.Automatic account setup - Simply initiate a download to Quicken® from the Cambridge State Bank web site, and Quicken sets up your accounts for you-with your data already up to date.Easier to use - Web Connect files may be automatically opened by Quicken® directly from the Cambridge State Bank web site, which eliminates the need for you to search for files that have been downloaded.No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.No manual data entry - Once you're set up, you can download all your transactions right into Quicken®-instead of typing them in by hand.Cambridge State Bank offers Web Connect to download account information into Quicken®, the easiest way to organize your personal finances. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |