Finance Software

Getting Started Guides

To improve technical integration for the future and allow for improved service delivery, we have transitioned to the "Express Web Connect" connection method for Quicken®.


What will I need to access Quicken®?

You will need your member number and online banking password. For Quicken® using a Mac, you may also need PSECU's Routing #: 231381116.

Can I modify my PSECU Bill Payers in Quicken®?

You CANNOT access Bill Payer in these programs as Billy Payer is a different system. Nor can you access your Quicken® online bill payments using PSECU's other services.

Will the notes and categories I assign in online banking appear when I download into Quicken®?

No. However, you may enter notes and categories into the Quicken® software after the transactions download.