| Functionality |
Brief Description |
Quicken Windows |
Quicken Mac |
QuickBooks Windows |
| 401k Statement Download |
Allows end user to download their 401k account history and holdings. |
2005+ (except for Basic and New User Edition Versions) |
2007 |
Not Supported |
| Account Info |
Allows end user to enter User ID and PIN and then the software sets up all their accounts without the user having to manually enter account details. |
2005+ |
2005+ |
2008 |
| Banking Statement Download |
Allows end user to download their banking history. OFX account types that are supported are Checking, Savings, Money Market & Credit Line. |
2005+ |
2005+ |
2005+ |
| Bill Payment (Single) |
Allows end user to schedule a single payment. |
2005+ |
2005+ |
2005+ |
| Bill Payment (Recurring) |
Allows end user to schedule a recurring payment model. |
2005+ |
Not Supported |
Not Supported |
| Credit Card Statement Download |
Allows end user to download their credit card history. OFX account type that is supported is Credit Card only. |
2005+ |
2005+ |
2005+ |
| Email - Bank |
Allows end user to email financial institution customer service with questions about a specific banking or credit card account. |
2005+ |
2005+ |
2005+ |
| Email - General |
Allows the financial institution to send broadcast (server generated) emails to end-user. |
2005+ |
2005+ |
2005+ |
| Email - Payment |
Allows end user to email financial institution customer support with questions about a specific online bill payment. |
2005+ |
2005+ |
2005+ |
| Investment Statement Download (see Investment table below for further information) |
Allows end user to download their investment account history and holdings. |
2005+ |
2005+ |
Not Supported |
| Multiple Customer ID |
End user can track multiple accounts held at a single financial institution where each account has a unique Customer ID. |
2005+ |
2006+ |
Not Supported |
| Payment Inquiry |
Allow end user to send an inquiry to the financial institution about a payment they have made. |
2005+ |
2005+ |
2005+ |
| PIN Change |
End user can initiate PIN Change from within the software. |
2005+ |
2005+ |
2005+ |
| Renaming Rules for Transactions |
End user can rename downloaded payee names once and Quicken will apply the new payee name for all future downloads. |
2005 |
2006+ |
2005 |
| Transfers (Immediate) |
Allows end user to transfer funds within their financial institution for those accounts associated with their USER ID. |
2005+ |
2005+ |
2005+ |
| Transfers (Scheduled) |
Allows end user to schedule a transfer of funds within their financial institution for those accounts associated with their USER ID. |
Not Supported |
Not Supported |
Not Supported |
| Functionality |
Brief Description |
Quicken Windows |
Quicken Mac |
QuickBooks Windows* |
QuickBooks Mac |
| 401k Statement Download |
Allows end user to download their 401k account history and holdings. |
2005+ (except for Basic and New User Edition Versions) |
2007 |
Not Supported |
Not Supported |
| Banking Statement Download |
Allows end user to download their banking history. OFX account types that are supported are Checking, Savings, Money Market & Credit Line. |
2005+ |
2005+ |
2005+ |
2006+ |
| Credit Card Statement Download |
Allows end user to download their credit card history. OFX account type that is supported is Credit Card only. |
2005+ |
2005+ |
2005+ |
2006+ |
| Investment Statement Download |
Allows end user to download their investment account history and holdings. |
2005+ |
2005+ (holdings in 2007 only) |
Not Supported |
Not Supported |
| Functionality |
Brief Description |
Quicken Windows |
Quicken Mac |
QuickBooks |
| Download investment transactions |
End user can download brokerage transactions such as Buys, Sells, Dividends and Transfers. |
2005+ |
Direct Connect: 2005+*
Web Connect: 2005+* |
Not Supported |
| Compare to Portfolio |
All transactions are accepted in Compare to Register. Upon completion, Compare to Portfolio checks that the transaction list and the FI holdings match, and prompts the customer to accept adjusting entries if needed. |
2005+ |
Not Supported |
Not Supported |
| Placeholder Entries |
A Placeholder transaction is entered to adjust holdings (share balances) if a difference is detected between the FI holdings information and the transaction data.** |
2005+ |
Not Supported |
Not Supported |
| Holdings & Balances |
Quicken displays the investment positions & balances from the server in the Online Center. |
2005+ |
2007 only (user can optionally add holdings adjusting transactions) |
Not Supported |
