Quicken

Towne-Personal online banking is designed to work seamlessly with Quicken whether you use One-Step-Updates with Direct Connect or if you prefer to manually download your transactions with Web Connect.

Overview

Use your Towne-Personal online banking with Quicken to:

  • Manage expenses
  • Get automatic account downloads with One-Step-Updates with Direct Connect*
  • Transfer funds between your TowneBank accounts with Direct Connect*
  • Pay bills – directly from your TowneBank account with Direct Connect*
  • Categorize spending
  • Create custom reports
  • Consolidate information for tax purposes

Quicken can be purchased from your favorite retailer. Towne-Personal will support the current version of the software and up to the previous two versions.  

Direct Connect

In addition to standard Quicken features, Direct Connect (also known as One-Step-Update) provides premium functionality to make managing your finances with Quicken as seamless as possible:

  • Automatic account downloads
  • Transfer funds between your TowneBank accounts directly from within Quicken
  • Pay bills with your TowneBank accounts directly from within Quicken
  • First 3 months free, $10 per month thereafter
Open your Quicken software to Get Started!

Have your Towne-Personal User ID and Password ready to set up One Step Updates in Quicken. For more detailed instructions, refer to Quicken’s User Guides regarding creating accounts and enabling them for One Step Update with Direct Connect access.

Getting Started Guides:
Quicken for Windows
Quicken for Mac

If you have any questions about One Step Updates with Direct Connect or Web Connect (the manual download process), please contact eChannel Support at 844-638-6714.

Web Connect

For a free way to download your TowneBank account information into Quicken, simply use Web Connect.  With Web Connect, log into Towne-Personal Online Banking, choose an account, and select ‘Export’ to download your transactions into Quicken.

Web Connect

Getting Started Guides:
Quicken for Windows
Quicken for Mac

If you have any questions about Web Connect please contact eChannel support at 844-638-6714.