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Online Banking Frequently Asked Questions

USING QUICKEN OR MICROSOFT MONEY


Can I use Quicken or Microsoft Money to access my accounts? 

Yes. UMB's online banking supports all Microsoft- and Intuit-supported versions of Quicken and Money for Mac and PC (currently includes 2006 and higher). The preferred method to download transactions is through the program’s Direct Connect to UMB’s server. (From the Account Activity and Detail page, you can also download transactions into a QIF file that would need to be imported into a version of Quicken or Money that is older than version 2005 to be accessed.) If you have any problems or questions, please contact UMB by Web chat, e-mail, or phone.

How do I start using Quicken or Money to access my accounts? 
From this Web site, you can download the Quicken Setup Guide or Money Setup Guide by using Adobe Acrobat Reader.
Download a free copy of Acrobat Reader now.
Download the Quicken or Money Setup Guides from this Web site.

Does UMB support recurring payments with Quicken and Money? 
Not at this time.
 

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