For Quicken Users

Quicken Instruction Guides

Some Helpful Tips

The following hints may be helpful if you are unable to establish a connection to your account from Quicken.

  • It's always a good idea to make a backup of your data file before making any changes. We recommend you do so before following one of the options for Quicken listed above.
  • Follow the procedures to back up your Quicken data file and perform a One Step Update using your current online system.


Please call (808) 627-6900 if you have questions.

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