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Mane-Link Compatible Financial Software
What you need to know about downloading account information.

Downloading Account Information

How to Download Your Account Information
Quicken and QuickBooks
About Microsoft® Money
About MoneyDance

How To Download Your Account Information
Our File Export option within Mane-Link Internet Banking allows you to download account information to be imported into personal financial management software, including Quicken, QuickBooks, Microsoft® Money, and MoneyDance.

To download your account information to your PC: 

  • Log on to Mane-Link Internet Banking

  • Click on the Account Number you wish to export data from.

  • From the "Recent Transactions" drop down menu choose "Transactions Export".

  • From the cycle drop down, choose the required time period* or select by specific date.

  • From the export format drop down, choose the format of your choice.

  • Your transaction data will be downloaded to your PC.

  • Select where you would like the data to be placed and choose save.

  • Import the data to the financial program of your choice.
  • Sit back and say, "That wasn’t very hard!"

*Note: Only transactions on your Current and/or Previous statements can be exported. Entering a date-range outside of those available dates will not return the requested information. (Back to Top)

Quicken and QuickBooks  
There are two methods to import your data into Quicken or QuickBooks: 
(Please note the information presented here are guidelines which may vary slightly depending on version and/or your choice of browser. For complete details please refer to your Quicken or QuickBooks help files). 

1) If you elected to save your export file to your local computer, then follow these steps:

  • Open your installed version of Quicken or QuickBooks.

  • From the "File" command, choose "Find Quicken Files"

  • Navigate to your downloaded file, (default is generally export.qfx)

  • Once your files is selected, choose open and Quicken will handle the rest.

2) A slightly easier import method exists and its function is browser dependent.

If you use Mozilla FireFox (version 5.0 or better), once you have selected to export your data from Mane-Link, you will be presented with a Dialog Box. Note the default "open with" option states "Quicken Launcher". We suggest you choose this option and check off the "Do This automatically". selection, then click OK. This will automatically open your Quicken application for this transaction, (and subsequent imports), and begin the import process. Once in Quicken refer to your user manual for further assistance.

If you use Microsoft® Internet Explorer (Version 6.0 or better), once you have selected your export data from Mane-Link, you will be presented with a Dialog Box. If you choose the "Open" option then your Quicken application will automatically open and begin the import process. Once in your Quicken application refer to your user manual for further assistance. (Back to Top)

About Microsoft® Money
There are no download restrictions for customers using Microsoft® Money (MS Money). Mane-Link users will continue to be able to download their account data using the OFX format. MS Money was designed with a web-like interface, making it user-friendly. In fact, Mane-Link Users can even customize their own home page as well as set-up one-click access to the most used features. MS Money even allows the same keyboard shortcuts as Quicken. 

It's easy to convert to MS Money and Mane-Link users currently using Quicken can easily begin using MS Money 2005 (check Microsoft.com for purchase options). Once MS Money is installed use the helpful Converter Wizard to transfer your Quicken data to MS Money. For more details about the Converter Wizard, please visit: Microsoft® Money.   (Back to Top)

About MoneyDance
MoneyDance by Reilly Technologies runs on nearly any operating system, allowing you to transfer your financial data using the QIF format. MoneyDance will also import your data directly from Quicken or Microsoft® Money. MoneyDance can organize your finances, manage your budget, track your portfolio, or just automatically balance your checkbook.   (Back to Top)

 

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