Online Banking using Quicken or Microsoft Money
If you use Quicken® or Microsoft® Money personal financial management software, it’s easy to coordinate your Online Banking so that it downloads checking and savings data directly into your software registers.
This is a timely and accurate way to retrieve account history and transaction information and a great way to manage your finances.
You’ll be able to continue to balance your checking account, register electronically, transfer funds between accounts, track your expenses, set up budgets, and much more -- but now you’ll have the benefit of Online Banking as well!
It’s easy to get started!
Simply sign into your Online Banking account and click on the "Download Account Information" link.
You’ll then select which product to move your information into. Choose from these products:
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Quicken 2007, 2008, 2009
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Quicken for Mac 2006, 2007, 2008
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Microsoft Money 2006, 2007
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QuickBooks 2007, 2008, 2009
Users Guides
These Users Guides provide detailed instructions to link up your personal financial management software product with Citizens Bank Online Banking & Bill Pay.
Quicken 2008 User Guide [6-page pdf file]
Quicken 2007 User Guide [6-page pdf file]
Quicken for Mac 2007 User Guide [5-page pdf file]
Quicken for Mac 2006 User Guide [5-page pdf file]
Microsoft Money 2007 User Guide [2-page pdf file]
QuickBooks 2008 User Guide [4-page pdf file]
Read the Terms and Conditions and Pricing Information for using Online Banking using Quicken or Microsoft Money (PDF document).
Visit the Quicken or Microsoft Money Online Help Centers for complete information about how Quicken or Microsoft Money can help you keep track of your day-to-day finances.
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