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Conversion Information
Online Features by Product Version
Direct Connect Web Connect Express Web Connect (Windows) / Quicken Connect (Mac) Investment

Direct Connect

Functionality

Brief Description

Quicken Windows

Quicken Mac

QuickBooks Windows

QuickBooks Mac

Multiple Customer ID

End user can track multiple accounts held at a single financial institution where each account has a unique Customer ID.

All Versions

All Versions

Not Supported

Not Supported

PIN Change

End user can initiate PIN Change from within the software.

All Versions

All Versions

All Versions

All Versions

Banking Statement Download

Allows end user to download their banking transaction history. OFX account types that are supported are Checking, Savings, Money Market and Credit Line.

All Versions

All Versions

All Versions

All Versions

Online Bill Payment (Single)

Allows end user to schedule a single payment.

All Versions

All versions

All Versions

Not Supported

Online Bill Payment (Recurring)

Allows end user to create a recurring payment model.

All Versions

All Versions

Not Supported

Not Supported

Payment Inquiry

Allow end user to send an inquiry to the financial institution about a payment they have made.

All Versions

All versions

All Versions

Not Supported

Transfers (Immediate)

Allows end user to transfer funds within their financial institution for those accounts associated with their USER ID.

All Versions

All versions

All Versions

Not Supported

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

Not Supported

Credit Card Statement Download

Allows end user to download their credit card transaction history. Returned in a separate message set CREDITCARDMSGSRSV1

All Versions

All Versions

All Versions

All Versions

Investment Statement Download (see table below for further information)

Allows end user to download their investment transaction history and holdings.

All Versions

All Versions

Not Supported

Not Supported

401k Statement Download

Allows end user to download their 401k transaction history and holdings.

All Versions

All Versions

Not Supported

Not Supported

Email - Bank

Allows end user to email financial institution customer service with questions about a specific banking or credit card account.

All Versions

2006 & 2007 Versions Only

All Versions

All Versions

Email - General

Allows the financial institution to send broadcast (server generated) emails to end-user.

All Versions

2006 & 2007 Versions Only

All Versions

All Versions

Email - Payment

Allows end user to email financial institution

All Versions

2006 & 2007 Versions Only

All Versions

All Versions

Renaming Rules for Transactions

End user can rename downloaded payee names once and Quicken will apply the new payee name for all future downloads.

All Versions

2006 & 2007 Versions Only

All Versions

All Versions


Web Connect

Functionality

Brief Description

Quicken Windows

Quicken Mac

QuickBooks Windows

QuickBooks Mac

Banking Statement Download

Allows end user to download their banking transaction history. OFX account types that are supported are Checking, Savings, Money Market and Credit Line.

All Versions

All Versions

All Versions

All Versions

Credit Card Statement Download

Allows end user to download their credit card transaction history. OFX account type that is supported is Credit Card only.

All Versions

All Versions

All Versions

All Versions

Investment Statement Download

Allows end user to download their investment transaction history and holdings.

All Versions

All Versions

Not Supported

Not Supported

401k Statement Download

Allows end user to download their 401k transaction history and holdings.

All Versions (except for Basic and New User Edition)

All Versions

Not Supported

Not Supported



Express Web Connect

Functionality

Brief Description

Quicken Windows

Quicken Mac

QuickBooks Windows

QuickBooks Mac

Banking Statement Download

Allows end user to download their banking transaction history. OFX account types that are supported are Checking, Savings, Money Market, and Credit Line.

All Versions

All versions

Not Supported

Not Supported

Credit Card Statement Download

Allows end user to download their credit card transaction history. OFX account type that is supported is Credit Card only.

All Versions

All versions

Not Supported

Not Supported

Investment Statement Download

Allows end user to download their investment transaction history and holdings.

Not Supported

All versions Placeholder Entries

Not Supported

Not Supported

401k Statement Download

Allows end user to download their 401k transaction history and holdings.

Not Supported

All versions

Not Supported

Not Supported



Investment

Functionality

Brief Description

Quicken Windows

Quicken Mac

QuickBooks Windows

QuickBooks Mac

Download investment transactions

End user can download investment transactions such as BUY, SELL, INCOME, SPLT, INVEXPENSE MARGININTEREST, TRANSFER, RETOFCAP and REINVEST.

All Versions

All Versions

Not Supported

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.

All Versions

Not Supported

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.

All Versions

All Versions

Not Supported

Not Supported

Holdings & Balances

Quicken displays the investment positions and balances returned by the server in the Online Center/Holdings and Balances windows.

All Versions

All Versions

Not Supported

Not Supported