Quicken guidelines

This helpful hints page was created using Quicken Deluxe 2009. It assumes you are new to Quicken and requires that you have already correctly installed a Quicken version. Park Community Federal Credit Union is not directly linked with Quicken. This file is intended to help walk you through the process to establish a secure connection between Quicken and our servers at Park Community. If the following helpful hints do not successfully assists with the connection, or if any other issues arise with Quicken, you will need to contact Quicken support directly.

Establishing a secure connection

1. From the main menu go to “Banking --> Banking Accounts --> Add Account” as is shown in the picture #1.

 2. A new window will pop up.  See picture #2. From this screen select what Park Community account you would like to add and click "Next" located at the bottom of the screen.

3. Type the name of your financial institution: "Park Community Federal CU" then click "Next" (See picture #3)

4. On the next screen click "Next" to select the first option: "Yes, ..." (See picture #4)

5. Select "Log in using my Park Community Federal CU User ID and Password" and provide your Online Banking Username and Password. Then click "Next". (See picture #5)

6. Allow a few seconds while Quicken connects with Park Community servers. The next screen (see picture #6) shows your Park accounts and account types. You could add a nick name to be used only in Quicken. Click "Next" and Quicken will try to retrieve information about your accounts. Please allow a few seconds for this process to complete.

7. Next, Quicken shows an option to store your current password.By doing this you will not be prompted to enter the password each time Quicken tries to retrieve information from Park, so this is up to you. (See picture #7).

8. Finally, you will get the last screen which shows a resume of the account set up. (Picture #8)

CONGRATULATIONS! ... You have finished setting Quicken up.

Tips
If you change your password in the Park Community Online Banking site, you must change your password in the Quicken Vault as well.
Remember that Quicken tries to retrieve information automatically from our servers. In the most of the cases this occurs during the night.