Information Desk

Intuit Quicken FAQ

Q. Is there an Intuit Quicken interface?
A. Yes. This is an OFX, or Open Financial Exchange interface. It works directly with your Windows-based version of Intuit Quicken 2003 and higher software to update your account information automatically. Before you can begin to use Quicken you must successfully log into Online Account Access one time. The password you have set for yourself will now work within Quicken.

Q. I have two different accounts at Ascentra Credit Union, how can I configure Quicken to properly recognize these two separate account numbers?
A. Visit our Quicken help page for instructions.

Q. How do I download my account history into Quicken?
A. Visit our How to Download Account History into Quicken page for instructions.

Q. I changed my Online Account Access Password, however when accessing my account from within Quicken or Money it still accepts my old password, why didn't it change?
A. Password changes for OFX products (Quicken) conform to the OFX standard. This standard specifies that a Quicken login following a password change can use either the new password or the old password. If you change your password in Online Account Access and you use your new password within Quicken, this confirms the new password and it must be used for all future logins. However, if you change your password in Online Account Access but you use your old password within Quicken, the password value reverts to the old one…basically, the password change is ignored.

Q. I have changed my Online Account Access Password. How do I update Quicken with the new password?
A. To update your password in Quicken, visit our Quicken help page for instructions.

Q. I have changed my Online Account Access User ID. How do I update Quicken with the new User ID?
A. To update your User ID in Quicken, visit our Quicken help page for instructions.