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.
Use your Towne-Personal online banking with Quicken to:
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.
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:
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.
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.
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.
If you have any questions about Web Connect please contact eChannel support at 844-638-6714.
*First 3 months free, $10 per month thereafter.
Quicken and Quickbooks are registered trademarks of Intuit Inc.