Can I download account transactions into Quicken or Money?

Yes, Personal Access allows account downloads into personal financial management software programs such as Quicken, Money, or Excel.

With Personal Access, keeping your finances in order is easier than ever. Not only can you access your account information from anywhere in the world, but you can download your TruStone transactions into Quicken and Microsoft Money with just one click. TruStone offers Web Connect (Quicken) and Active Statement (Microsoft Money), a service that allows Personal Access to connect directly to your money management software.

How Do I Download my Transactions?

1. Just sign in to Personal Access
2. Click on Accounts
3. Choose the account you want to download
4. Click the Download Transactions button.
5. Select the type of personal finance management program you have (i.e. Money, Quicken)
6. Select the date range
7. All of your transactions are downloaded automatically to your computer. No more fussing with importing downloaded files - Personal Access does it all for you!

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