Web Connect

Manage your personal or business finances easily with Web Connect, now available to customers enrolled in WeB (Whitaker electronic Banking) who use Quicken® personal finance software or Quickbooks® accounting software.

• No Manual data entry - Once you're set up, you can download all your transactions right into Quicken® or Quickbooks® --instead of type them by hand.
  
• Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  
• No duplicate transactions - WeB Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  
• Easier to use - Web Connect files may be automatically opened by Quicken® or Quickbooks® directly from WeB, which eliminates the need for you to search for files that have been downloaded.
  
• Automatic account setup - Simpily initiate a download to Quicken® or Quickbooks® from WeB, and the program sets up your accounts for you --with your data already up to date.
  

What you need to get started for Quicken® Users

To download your account information from WeB using Web Connect to your Quicken® software, you will need:

• Quicken 2009® (or newer) for Windows or Quicken 2007® (or newer) for Mac installed on a computer
• Internet Access
• WeB User ID and password
  
  If you are not enrolled in WeB contact your nearest Whitaker Bank location or ENROLL NOW.

Downloading financial information with Web Connect

1. Login to WeB from http://www.whitakerbank.com
   
   
   
   
2. From your account information page once logged into WeB, click on the 'History' page then select 'Download'
   
   
   
    For 'Download Format' in the drop down menu box select 'Web-Connect Quicken(R)
   
   
   
   
3. If this is the first time you have downloaded information for this account, or if Quicken® cannot determine which is the appropriate account, Quicken® asks you to identify the Quicken® account you use to track this financial institution.
   
   
   
   
   • If you have set up a Quicken® account for this account, click "Use existing Quicken® account" and choose the account from the pop-up list.
   • If you have not yet set up a Quicken® account for this account, click "Create a new Quicken® account" and enter a name for this account.
     
4. Click Continue.  Your recent account history is sent from your financial institution to Quicken®.  Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete
   
   
5. Once your recent account history has been transferred, Quicken® takes you to the Online Center.  From the Online Center you can edit the downloaded transactions if necessary.  For example, you may want to add categories to uncategorized transactions.  When you're finished editing your transactions, you can accept them into your Quicken® register.  For more information, see the Quicken® help topic 'Comparing downloaded transactions and updating your register'
   
   
   
   

For further assistance refer to Intuit's User Guide for instructions specific to your version of Quicken®, also visit the support page at http://quicken.intuit.com/ and click on 'Support'.