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Quicken Directions For Non-Migrated Members

In this presentation we describe some directions for the non-migrated members. In this presentation we describe three directions for the account of the non-migrated members. hope this presentation will helpful for you. For more presentation you will follow us.

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Quicken Directions For Non-Migrated Members

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  1. Quicken Directions for Non-Migrated Members By:-TechSpeedy

  2. STEP-1 • -> Within Quicken, click on Tools and then Account List. • STEP-2 • -> Click the gray Edit button to bring up the Account Details screen. Deactivate Accounts

  3. STEP-3 • -> Click on the Online Services tab and select Deactivate

  4. STEP-4 • -> Return to the General tab and delete information in the Account Number and Financial Institution fields. • STEP-5 • -> Repeat for all Navy Federal accounts within Quicken-even Hidden accounts.

  5. Direct Connect Download of Transactions – These steps may be performed immediately following the Deactivation steps. • STEP-1 • -> Within Quicken, click on Tools and then Account List. • STEP-2 • -> Click the gray Edit button to bring up the Account Details screen.

  6. STEP-3 • -> Click on the Online Services tab and select either Set Up or Activate One Step Update.

  7. STEP-4 • -> Enter the Name of Your Bank. Type in Navy Federal Credit Union-old.

  8. STEP-5 • -> 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

  9. STEP-6 • -> Once completed, this screen should appear: • STEP-7 • -> Then select “Link – to existing Quicken account” and select the corresponding account. • Once all accounts are linked, select Next. Click Finish when prompted

  10. Manual Download of Transactions - If the Direct Connect method is unsuccessful • STEP-1 • -> Deactivating the accounts within Quicken and then logging into Navy Federal. (Using Internet Explorer if possible) • STEP-2 • -> Select an account within Navy Federal and select Download History.

  11. STEP-3 • -> Click on Submit and then the green arrow next to Web Connect.

  12. STEP-4 • -> The following box will automatically populate within Quicken: • STEP-5 • -> Select which existing account to link to, and then select Import. The transactions will download within Quicken.

  13. Contact Us Website = www.techspeedy.us Contact No. = +1-844-879-3982 Address =6368 S. 80th E. Ave, Tulsa OK Follow Us On FACEBOOK TWITTER GOOGLE+

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