Quicken and Money Set-Up

Account Access via Quicken and Money

Note: Provident does not support automated downloads to Microsoft Money, as Microsoft has discontinued publishing the software.

If you would like to convert your data from Money to Quicken you can do so with a free tool that can be downloaded from Intuit.com.

Provident Credit Union members may view their account history through personal financial management software like Intuit’s Quicken™. Using Quicken software, you can select Provident Credit Union as a listed financial institution, input your Quicken User ID and PIN, and retrieve your account data directly to Quicken.

Information You'll Need to Get Started

The following instructions are for members that have not yet ever set up their accounts to be accessible through Quicken. To automatically download your account transactions from Provident Credit Union to Quicken, you’ll need to have Internet access and the Quicken software. Please have the following information handy as you set up your accounts:

Your most recent statement for each account you want to set up
Your Provident Credit Union member number

Set-Up Instructions

Please choose the set-up instructions based on what software you are using:

Quicken 2007-8 (Windows)