Personal Financial Management Help

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Please feel free to send any comments or questions to us: info@sharefax.org

Can I use my personal management software with Sharefax-Online?

Yes, you can download statement information into your Personal Management Software. The following are download procedures available for some of the more popular software programs in use today:

Quicken® Web Connect†

What is Quicken® Web Connect?
Quicken® Web Connect offers superior download capability. You will enjoy an easier, and more accurate download, without having to import and find your file, worry about duplicates, or even manually launch Quicken! To use Web Connect, you must have Quicken® software or newer. Quicken® Web Connect downloads must be done from Sharefax-Online to your Quicken® software.
How Do I perform a Quicken® Web Connect download from Sharefax-Online?
For PC Users:

• Logon to Sharefax-Online's web site.
• Select the Account History page or select a share from the Account Summary page.
• Select the share history to download. (if you haven't already done so)
• Select your download dates, or use the "most recent 30 days activity" by default
• Click on the icon
• Select the Quicken (OFX) format.
• Click on the Export Data button.
• A dialog box may appear stating "Would you like to open the file or save it to your computer?" Select Open. (If your downloads are saved to your hard drive, find the file after it is saved, and then open the file.)
• If this is your first time downloading with Quicken® Web Connect for the account selected:
1. A dialog box will appear stating, "You are downloading transactions for the following account." The box will display account information, such as Financial Institution, Account Type and Account Number.
2. You will be asked if you would like to use "An existing Quicken account" or if you would like to "Create a new Quicken account".
1. Click the Use an Existing Quicken account button and select an account that you manually enter transactions or perform QIF imports and click Continue.
2. Or click, the Create a new Quicken account button and type a name for the account and click Continue.
(You only need to select the account for this first download. After the account is activated for Web Connect account access, future downloads will download to this account automatically).
3. When a dialog box appears stating that "Quicken confirms that Web Connect data has been successfully downloaded to Quicken", click Done.
• Follow the above steps for any other shares & accounts you may wish to download into Quicken.

 

For Macintosh Users:

• Logon to Sharefax-Online's web site.
• Select the Account History page or select a share from the Account Summary page.
• Select the share history to download. (if you haven't already done so)
• Select your download dates, or use the "most recent 30 days activity" by default
• Click on the icon
• Select the Quicken (OFX) format.
• Click on the Export Data button.
• Save the .qfx file you downloaded to your desktop.
• Open Quicken and click on File, select Import Web Connect. Locate the Web Connect file you just saved to your desktop and click Open.
• You will be asked if you would like to use "An existing Quicken account" or if you would like to "Create a new Quicken account".
1. Click the Use an existing account button and select an account that you manually enter transactions or perform QIF imports, and then click OK.
2. Or, click the Create a new account button and type a name for the account, and then click OK.
(You will only need to do this the first time you download an account. After the account is activated for Web Connect account access, future downloads will download to this account automatically.)
• Your downloaded transactions are displayed in the Download Transactions window.
• Follow the above steps for any other accounts you may wish to download into Quicken.

 

How do I find Sharefax Credit Union on my Quicken® software?

When attempting to connect to Sharefax-Online from Quicken®, you will need to select the list of participating financial institutions, and then select Sharefax Credit Union. When you are on the Sharefax-Online logon page, log into your account as you normally would.
If you don't see Sharefax Credit Union in the list of participating financial institutions, your list of participating financial institutions will need to be updated. To do this, open Quicken & from the top line, choose Online > then choose One Step Update (so that your Quicken can download the latest version of Financial Institutions that support Quicken downloads). Once this has happened you may continue.

 

How do I perform a Quicken® Web Connect download from my Quicken® software?
For PC Users:

• Have Quicken opened.
• Click Download Transactions located at the bottom of your account register.
• The next page displayed will be the Sharefax-Online logon page. Log into your account as you normally would.
• Select the Account History page or select a share from the Account Summary page.
• Select the share history to download. (if you haven't already done so)
• Select your download dates, or use the "most recent 30 days activity" by default
• Click on the icon
• Select the Quicken (OFX) format.
• Click on the Export Data button.
• A dialog box may appear stating "Would you like to open the file or save it to your computer?" Select Open. (If your downloads are saved to your hard drive, find the file after it is saved, and then open the file.)
• When a dialog box appears stating that "Quicken confirms that Web Connect data has been successfully downloaded to Quicken", click Done.
• Your transactions have been downloaded into your Quicken software.

 

For Macintosh Users: • From the Online menu, select Download Transactions.
• Choose Sharefax Credit Union from the Financial Institution pop-up menu.
• Choose the account name from the Account pop-up menu.
• Click Download. Quicken® will launch your default browser and take you to the Sharefax-Online logon page.
• Log into your account as you normally would.
• Select the Account History page or select a share from the Account Summary page.
• Select the share history to download. (if you haven't already done so)
• Select your download dates, or use the "most recent 30 days activity" by default
• Click on the icon
• Select the Quicken (OFX) format.
• Click on the Export Data button.
• Quicken® will automatically locate the file on your desktop and display the downloaded data from this file in the Download Transactions window.
• Select each transaction that you want to add to your register. You can hold down the Command key and click additional transactions to select multiple transactions. If you make a mistake and want to deselect a transaction, click on it again.
• Click Accept to record the selected transactions, or Accept All to record all transactions. The accepted items are added to your register, marked C (cleared), and removed from the transaction list.

Quicken® for Windows†

Quicken® for Windows Download Procedures
The download must be saved into a file on your hard drive (usually the C: drive for PC users or the desktop for Macintosh users). Sharefax-Online will download information from a specified date range into a file designated by you.
Follow these procedures for downloading:
• Logon to Sharefax-Online's web site. 
• Select the Account History page or select a share from the Account Summary page. 
• Select the share history to download. (if you haven't already done so) 
• Select your download dates, or use the "most recent 30 days activity" by default 
• Click on the icon
• Select the .QIF if you'd prefer this format. 
• Click on the Export Data button.
For PC Users:

• The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK. 
• A SAVE AS window will be displayed on your screen. 
• In this window, select the file location in the SAVE IN drop-down box. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. 
• Enter a FILE NAME. The file will automatically be named Export.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the .qif extension. For example: checking.qif, download.qif, update.qif. 
• Then select the SAVE button.
The account information is now located in the file and a DOWNLOAD COMPLETE message will appear.

 

For Macintosh users: • A download window will appear indicating download status or asking to save file to disk. Click OK if necessary and save file to hard disk. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. 
• Enter a FILE NAME. The file will automatically be named Export.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) 
• Then select the SAVE button.
The next step is to import the file into the appropriate Quicken® account. To begin this process, open up the appropriate account within Quicken® and complete the following steps:
• Select FILE and then select FILE OPERATIONS. 
• Select IMPORT. 
• A QIF IMPORT window will appear, and the file that was saved earlier must be selected. Select FIND FILE. 
• Select the C: drive and find the file that was saved followed by .qif. 
• Select it and hit OK - Select OK on the QIF IMPORT screen.
View the account. All transactions will fill into the register with dates, descriptions and amounts.

Microsoft Money®†

Microsoft Money® Download Procedures
The download must be saved into a file on your hard drive (usually the C: drive for PC users or desktop for Macintosh users). Sharefax Online will download information from a specified date range into a file designated by you.
Follow these procedures for downloading:
• Logon to Sharefax-Online's web site. 
• Select the Account History page or select a share from the Account Summary page. 
• Select the share history to download. (if you haven't already done so) 
• Select your download dates, or use the "most recent 30 days activity" by default 
• Click on the icon
• Select the Microsoft Money OFX format. 
• Click on the Export Data button.
For PC Users:

• The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE?
Select SAVE THIS FILE TO DISK, then select OK. 
• A SAVE AS window will be displayed on your screen. 
• In this window, select the file location in the SAVE IN drop-down box. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. 
• Enter a FILE NAME. The file will automatically be named Export.qfx. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the .qfx,.ofx or .qif extension appropriate for your version. For example: checking.ofx or statement.ofx for Money versions 1999 and above, download.qif or update.qif for Money 98. 
• Then select the SAVE button.
The download information is now located in the file and a DOWNLOAD COMPLETE message will appear.

 

For Macintosh users: • A download window will appear indicating download status or asking to save file to disk. Click OK if necessary and save file to hard disk. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. 
• Enter a FILE NAME. The file will automatically be named Export.qfx. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) 
• Then select the SAVE button.
The next step is to import the file into the appropriate Microsoft Money account. To begin this process, open Microsoft Money and complete the following steps:
• Select FILE and then select IMPORT. 
• The prompt will request the file to import to be selected. Locate the file that was saved during the download phase and hit OK. 
• Wait for the IMPORT COMPLETE message and hit OK. 
• When closing the Microsoft Money® application, it typically prompts you to backup your account information. This will protect the information in the event that something happens to the disk. You will have to select either BACKUP or DON'T BACKUP to exit Microsoft Money®.
View the account. All transactions will fill into the register with dates, descriptions and amounts.

Microsoft Excel®†

Microsoft Excel® Download Procedures
The download must be saved into a file on your hard drive (usually the C: drive for PC users or desktop for Macintosh users). Sharefax Online will download information from a specified date range into a file designated by you.
Follow these procedures for downloading:
• Logon to Sharefax-Online's web site. 
• Select the Account History page or select a share from the Account Summary page. 
• Select the share history to download. (if you haven't already done so) 
• Select your download dates, or use the "most recent 30 days activity" by default 
• Click on the icon
• Select the .CSV (Comma Delimited) format. 
• Click on the Export Data button.
For PC Users:

• The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK. 
• A SAVE AS window will be displayed on your screen. 
• In this window, select the file location in the SAVE IN drop-down box. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can remembered. Make sure you note any sub-directories the file might be in. 
• Enter a FILE NAME. The file will automatically be named Export.CSV. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the .CSV extension. For example: checking.CSV, download.CSV, update.CSV. 
• Then select the SAVE button.
The download information is now located in the file and a DOWNLOAD COMPLETE message will appear.

 

For Macintosh users: • A download window will appear indicating download status or asking to save file to disk. Click OK if necessary and save file to hard disk. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in. 
• Enter a FILE NAME. The file will automatically be named Export.CSV. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) 
• Then select the SAVE button.
To open the file using Microsoft Excel®, complete the following steps:
• Select FILE then select OPEN. 
• In the FILES OF TYPE box, click Comma Delimited .CSV FILES. 
• In the LOOK IN box, locate the file saved during the download phase and double-click on the file you want to import. 
• The Text Import Wizard will appear. 
• In step 1 of the wizard, Choose DELIMITED for your file type, then click on the NEXT button. 
• In step 2 of the wizard, place a check in the COMMA option for Delimiters, then click on the NEXT button. 
• In step 3 of the wizard, you may choose the format you wish for each column by clicking the columns in the DATA PREVIEW box, then click on the FINISHED button when your data is formatted as you like.
View your transactions. All transactions will appear with dates, descriptions and mounts.

Quicken is a registered trademark of Intuit, Inc.-Quicken Website. Microsoft Money, Excel, Windows NT, Internet Explorer and Web TV are registered trademarks of the Microsoft Corporation. -MS Money Website. Netscape Navigator is a registered trademark of Netscape Communications Corporation. Macintosh is a registered trademark of Apple Computer, Inc.

 
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