Quicken® User Notes

IMPORTANT NOTICE FOR QUICKEN® USERS:
To synchronize your current Quicken® account profile with the new Web site, you must carefully complete the following steps before you update your Quicken® accounts:

(You should not be online for these steps.)

1) Start Quicken®
2) Select accounts

Method # 1

• Right click on a Capitol Federal account from the list on the left.
• Select “Edit Account” from the drop down list.

or

Method # 2

• Double click on a Capitol Federal account to open the account register.
• Select the "Overview" tab at the top of the register.
• Click on the button labeled "Edit Account Details".

3) The "Account Number" field is displayed on the right side of the box.  This is the account format for the previous version of True Blue Online® and must be changed to the new format.

• Add a zero to the front of the account number.
• Delete the dash and all characters to the right of the dash (including both numeric and alphabetic characters).
• The resulting account should be a 10 digit number.

4) Click "OK" in the lower right hand position of the box displayed.

Repeat steps 2 through 4 for each of the Capitol Federal accounts.

You are now ready to connect to the new True Blue Online® Web site for your Quicken® update activity.

Note:  If you use the PIN Vault feature of Quicken®, you may need to skip the PIN Vault and enter your True Blue Online® password to complete the online update.

You should be able to use your existing User ID and password. However, if your password contains uppercase characters, you will need to enter them as lower case.

Quicken allows you to control how your payee names are displayed in the Quicken Transactions Register by using Payee Renaming Rules. 

Renaming rules are guidelines that tell Quicken to always use a standardized payee name (for example, Anytown Coffeehouse) when an equivalent payee is downloaded (for example, Anytown Coffeehouse 005 PLEASANTON 945). You can have Quicken suggest renaming rules for you (easiest method), or you can create and manage them yourself (you can always edit them later, no matter how they were created).

Renaming rules don't change transactions already recorded in your register; they affect only downloaded transactions that you're in the process of reviewing and accepting and transactions that will be downloaded in the future.

Note that renaming rules are available only for online-activated accounts.

To create renaming rules in the Memorized Payee List for future downloaded transactions

The rule you create below will be added to the list in the Renaming Rules for Downloaded Transactions dialog.

• Choose Cash Flow menu > Memorized Payee List.

• Click Renaming Rules.
• If necessary, click OK to close the Quicken can now rename your payees information window.
• In the Renaming Rules for Downloaded Transactions dialog, click New to add a renaming rule.
• At the top of the dialog, enter the name you want to use for this payee.
• Define the method you want Quicken to use to map similar names to be renamed to the new name.
  
  

  In the list, select search criteria such as Contains, Starts With, or Is Equal To.

  In the Enter text to search for field, enter a name or partial name. For example, if Quagmire Enterprises was entered as the new name, and the method was defined as Payee starts with Quagmire Ent, then both QUAGMIRE ENTRPR 009 and Quagmire Enterprises River Road would be renamed to Quagmire Enterprises.
• To add additional search criteria, click Add new item. (Optional)
• To save the rule, click OK, and then click Done.