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Bank by Phone |
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Local: (307) 684-1561
Toll Free: (877) 684-3622 |
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Refer to this guide for instructions about using First National Bank’s Quicken online account services to save time and automatically keep your records up to date.
Before you can download your transactions with Quicken, you need Internet access, your customer ID, and your password. To complete Quicken account setup, you need to log into the First National Bank web site: http://www.fnb-buffalo.com.
This guide includes the following sections:
For step-by-step help with an online task, choose Help menu > Quicken Help. In the Type in the word(s) to search for: prompt, enter Download Transactions.
Note to former QIF import users: Web Connect offers superior download capability. You will enjoy an easier and more accurate download, without having to import and find your file, worry about duplicates, or even manually launch Quicken! You can convert your existing Quicken account to download via Web Connect. If your financial institution offers multiple download options on the Web site, make sure to select .QFX Web Connect. Do not select the older .QIF file format. |
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| Downloading the Latest Quicken Update |
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- Click the Update icon on the Quicken toolbar.
- Uncheck all boxes, and click Update Now in the One Step Update Settings dialog.
- If an update is available, then Quicken provides a description of the update and brief instructions for downloading the update.
When the update completes, restart Quicken. |
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| Creating a New Quicken Account |
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- Open a Web browser and log into the First National Bank eBanking system at: http://www.fnb-buffalo.com.
- Click the Sign In link directly beneath the First National Bank logo at the top left of any page on the site.
- Click the Sign-On button in the center column.
- Enter your Login ID in the space provided and click Submit. If this is the first time you have logged into the eBanking system, follow the instructions on the page to set up your PassMark sign on.
- Verify the PassMark image and security phrase displayed are the image and phrase you chose, enter your password and click Submit.
- Click the History button at the top of the page.
- Click Export History in the second row of buttons at the top of the page.
- If you have more than one account set up in eBanking, choose the radio button next to the account you want to download transactions from.
- Enter the Starting and Ending dates of the transactions you want to download. First National’s eBanking system retains transaction history for approximately 120 days.
- Choose the Export via WebConnect to Quicken radio button and click Submit.
- Your browser may prompt you to open or save files. If this prompt appears, click Open and follow the on-screen instructions.
- To set up a new account in Quicken, click Create a new Quicken account, and type a name for this account. Click Continue.
To select an existing account, click Use an existing Quicken account, and then select the existing account from the drop-down list. Click Continue.
- If the Rename Your Payees window appears, take the desired action:
• To accept the default name change of one or more payees, check the box next to each payee name.
• To change the payee name to a name other than the default, check the box next to the payee name, click Edit, and follow the on-screen instructions.
• To leave a payee name unchanged, do not check the box next to it.
To apply your payee name changes, click Apply Settings.
Or, to exit this window without making changes, click Cancel.
- Quicken confirms that your account setup and download were successful in the One Step Update Summary. Click Close.
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| Keeping your Quicken Accounts up to Date |
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The Online Center provides an easy way to download transactions into the accounts that you have activated for online account services.
- To open the Online Center, choose Online menu > Online Center.
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| Automating your WebConnect Downloads (optional) |
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Express Web Connect provides the option of activating the One Step Update feature, which automates the downloading of Web Connect data. To activate the One Step Update feature, take either of these actions:
- If you see the Activate One Step Update prompt during the Web Connect download process, click Yes, and then click Activate.
- From Quicken, choose Online menu > One Step Update. In the dialog that displays, choose Activate One Step Update link next to First National Bank of Buffalo.
Once activated, you can choose Online menu > One Step Update to perform downloads. |
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| Congratulations, you are set up and ready to use First National Bank's WebConnect for Quicken! |
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| If you have any questions regarding these instructions, you may contact us at (307) 684-2211. A customer service representative will be available to assist you from 9:00 a.m. to 4:00 p.m. Monday through Friday. You may also visit the First National Bank web site at http://www.fnb-buffalo.com or refer to: http://www.intuit.com/support/quicken. |
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©1998-2008 First National Bank of Buffalo
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