Quicken Directions For Non-Migrated Members

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By-
TechSpeedy
Quicken Directions for Non-Migrated Members
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STEP-1 -gt Within Quicken, click on Tools and
then Account List. STEP-2 -gt Click the gray
Edit button to bring up the Account Details
screen.
Deactivate Accounts
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STEP-3 -gt Click on the Online Services tab and
select Deactivate
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STEP-4 -gt Return to the General tab and delete
information in the Account Number and Financial
Institution fields. STEP-5 -gt Repeat
for all Navy Federal accounts within Quicken-even
Hidden accounts.
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Direct Connect Download of Transactions These
steps may be performed immediately following the
Deactivation steps.
STEP-1 -gt Within Quicken, click on Tools and
then Account List. STEP-2 -gt Click the gray
Edit button to bring up the Account Details
screen.
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STEP-3 -gt Click on the Online Services tab and
select either Set Up or Activate One Step
Update.
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STEP-4 -gt Enter the Name of Your Bank. Type in
Navy Federal Credit Union-old.
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• STEP-5
• -gt Select Navy Federal Credit Union-old. Then
  enter the log-in credentials as prompted
• Navy Federal Credit Union- old User ID/User Name
  access number
• Navy Federal Credit Union- old password User
  ID
• Navy Federal Credit Union- old requires that you
  enter more information in order to
• connect NFOAA password

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STEP-6 -gt Once completed, this screen should
appear STEP-7 -gt Then
select Link to existing Quicken account and
select the corresponding account. Once all
accounts are linked, select Next. Click Finish
when prompted
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Manual Download of Transactions - If the Direct
Connect method is unsuccessful
STEP-1 -gt Deactivating the accounts within
Quicken and then logging into Navy Federal.
(Using Internet Explorer if possible) STEP-2
-gt Select an account within Navy Federal and
select Download History.
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STEP-3 -gt Click on Submit and then the green
arrow next to Web Connect.
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STEP-4 -gt The following box will automatically
populate within Quicken STEP-5 -gt
Select which existing account to link to, and
then select Import. The transactions will
download within Quicken.
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