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i need help downloading my account to quicken
March 3, 2015 07:16:59 PM
In reply to Iris, Brooklyn
Welcome to TD Helps, Iris. We'd be happy to provide some helpful tips.
For downloading your statements to Quicken, first you have to make sure you have the latest update for your Microsoft Windows, or your Apple Mac operating system. Once you have this updated on your computer, you are ready to access your TD Bank account information through Quicken.
One option you can use for downloading either statements or transaction history, are to download them as files into a Microsoft Excel file. To do so, start by logging into your Online Banking profile. This link will bring you directly to the log in page http://bit.ly/1eaISlq. Once you have access to your accounts, you can choose the account to which you would like to download for statement history. You can then select your date range to choose the amount of transaction history to download (last 10 days, current statement, previous statement). At the bottom of the page, select a File Format and click on "Download History" button. When the "File Download" box opens, you can click the "Save" button. After this, you can choose the location in which you want to save your file, and then you can open it up as an Excel file. You should be able to open the file in your Quicken program, after the transaction history has successfully been saved!
Follow this link: http://bit.ly/1qRJoJ4 , and refer to pages 3-5 for more tips on how to download statements to Quicken, as well as making sure your Quicken is up-to-date.
If you have any further questions or concerns, we ask that you contact our Tech Support Specialists 24/7 by calling 800-493-7562. They'll be happy to help the best they can.
We hope this helps, Iris and have a good night.
Megan K, Mount Laurel
March 3, 2015 07:17:40 PM