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Bank by Phone |
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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, log into the First National Bank web site.
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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To get the latest directory of participating financial institutions and program updates click Update on your Quicken toolbar. In the dialog, click Update Now, Quicken will automatically check for available updates.
When the update completes, restart Quicken. |
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| Set up a Quicken Account and Download Transactions for the First Time |
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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.
- In Quicken, click the Use an Existing Quicken account and select an account that you manually enter transactions or perform QIF imports. Or, click the Create a new Quicken account radio button and type a name for the account, and then click Continue.
- When Quicken confirms that the Web Connect data has been successfully downloaded to Quicken, click OK. Your first download is complete. Refer to the following section to download transactions from now on.
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| Keeping your Quicken Accounts up to Date |
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- To download transactions or to send online payments directly from your account register, click Download Transactions located at the bottom of your account register.
- Log in to First National Bank web site and follow the on-screen instructions to complete downloading transactions.
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| Updating Accounts from the Online Center |
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The Online Center also lets you easily download transactions to or make payments from the accounts that you have activated for online account services.
Easy Access: From the Online menu, select Online Center.
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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 or refer to: http://www.intuit.com/support/quicken. |
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©1998-2010 First National Bank
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