Using Quicken

If you have a First Tech Visa and use Quicken™, we’re making some changes that affect the way your Visa loan is displayed in Online Banking. It used to display asterisks and the last four digits of the card number. That has been replaced with the account number. If more than one card has been issued for the same account, they are currently displayed as if they are separate accounts. With this improvement they will display as a single account. Click here to see instructions on how to make the necessary changes on your end.

What do I need in order to use Quicken?
Internet access is required for all online features. Quicken includes all necessary software. You also need a Online Banking Username and Password. If you already use Online Banking or MS Money use the same Username and Password you've been using.

If you do not have an Online Banking Username and Password, to get started call us at 800.637.0852 during normal business hours (M - F 7:00am - 8:00pm and Sat. 10:00am - 2:00pm). After you answer a few questions, we’ll have you set up and on your way.

What versions of Quicken does First Tech support?
The Online Banking interface has been certified for Quicken 2006 (Mac & Windows) and newer. Please Note: With Quicken 2005 and newer you need to enable online services (transaction download) as Quicken 2005 no longer supports .qif downloads. If you download your account history using the online banking download you will not be able to import it into Quicken. More information is provided at http://www.intuit.com/personal/quicken/qif/.

Technical support
As of April 30th, 2008, Quicken will no longer provide technical support for Quicken versions 2005 and older. If you use one of these versions, it is recommended you upgrade to a newer version. For additional information see Intuit's web site. Intuit's web site.

How are my financial transactions protected?
First Tech Credit Union and Intuit are committed to maintaining the highest level of security for all transactions submitted using Quicken and the Internet.

Security of Internet Transactions consists of:

Encryption of transactions by the software and Internet browser
Use of passwords

Intuit and First Tech require that your browser support domestic level encryption. It is your responsibility to protect your password.

How do I get started?
The first time you run the program, you will be prompted to take a tour of the program's features. The tour is well worth your time - learn the basics of Quicken and how it can help you manage your finances. After the tour, proceed to set up your accounts. Follow the installation instructions below.

Before you begin
Before you start, make sure that your version of Quicken has the latest updates. To check your version, open your version of Quicken, for WIndows go to Help>About Quicken and for Mac go to Quicken > About Quicken. To update, visit www.quicken.com, select Download Free Updates under Technical Support. Then select your version of Quicken and follow the instructions.

Which accounts should I set up?
Start with the accounts that are available through Quicken - checking and savings. VISA accounts can be downloaded as credit card accounts. Other loan accounts are not currently available but histories can be downloaded if you set these accounts up as a checking or savings account in order to download current transactions. Be sure to enable 'online account access.' Quicken has a New Account wizard that asks for account information. Some information you have (account numbers, beginning balances, your Internet service provider). For anything else, please see below.

Enabling a Quicken account to use the online financial services
To use the online financial services, you must enable the associated Quicken accounts using the account information supplied by First Tech. If you already have a Quicken account set up you can edit the current information. Otherwise, you can create a new Quicken account to store information from your financial institution.

Financial Institution: First Tech Credit Union
Account Number: First Tech account number for each account.
Routing Number: 323274160
Customer ID: Your Online Banking Username
PIN: Your Online Banking Password

Transfers are entered in Quicken off-line and transmitted on your next connection. Transferring funds to another member's account (cross account transfer) is not available via Quicken.

How do I get technical support?
Help with online banking and Quicken is available. Use the Online "Help" within the Quicken software, visit Intuit at http://www.intuit.com/support/quicken/learning/index.html or Quicken.com, vist our troubleshooting page, contact hbsupport@firsttechcu.com or call 800.637.0852.