Quicken 2007 Download Instructions

Quicken 2007 Download Instructions

DEACTIVATE YOUR ACCOUNTS

1. Right-click your first account in the Cash Flow Center

2. Select Edit account from the pop-up menu.

3. In the Account Details dialog, click the Online Services tab.

4. Click Remove Connection. Confirm the remaining prompts.

5. Click the General Information tab. In the Financial Institution field, type HomeTrust Bank.

6. Click OK to close the Account Details dialog. Repeat steps 1 through 6 for each applicable account.

REACTIVATE YOUR ACCOUNTS

1. Open a Web browser and log in to your account at www.hometrustbanking.com and download your transactions into Quicken.

Important To avoid the possibility of creating duplicate records when downloading into Quicken, select a “from” date that does not include records previously downloaded.

2. Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the Quicken account.

3. Repeat steps 1 and 2 for each account that you will use for online banking or investing.

AUTOMATING YOUR WEB CONNECT DOWNLOADS

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 HomeTrust Bank.

Once activated, you can choose Online menu > One Step Update to perform downloads.

THANK YOU FOR MAKING THESE IMPORTANT CHANGES!