iSummit

Quicken & QuickBooks

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Personal Financial Managers Supported (OFX)
and Getting Started Guides

Product	Web Connect	Direct Connect
Quicken for Windows
Quicken Win 2009 � 2011	(guide) (site)	(guide) (site)
Quicken for Macintosh
Quicken Essentials for Mac 2010 � 2011	(site)	(site)
Quicken Mac 2007 � 2010	(guide)	(guide)
Quicken Mac 2006	(guide)	(guide)
Quicken Mac 2005	(guide)	(guide)
QuickBooks
QuickBooks for Windows 2009 � 2011	(guide)	(guide)
QuickBooks for Macintosh 2009	(guide)	(guide)
Money for Windows (see note below)
Money for Macintosh (see note below)

Web Connect vs. Direct Connect: What's the Difference?

Key Functionality	Web Connect	Direct Connect
Download account data into Quicken
Match data in the Quicken register to avoid duplication
Allow account reconciliation by customer
Send online transfer instructions	�

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Name format shown in software	Web Connect	Direct Connect
Summit Credit Union-WI	�	Quicken
Summit Credit Union-WI	�	QuickBooks
Summit CU-WI - Web	QuickBooks	�

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Microsoft Ends Sales of Microsoft Money

Why are sales of the Microsoft Money product coming to an end? (MS Money FAQs)
The category of personal financial-management software has changed considerably in the 17 years since Money was first established. As more users shift their attention to full-service offerings provided by banks and brokerages, demand for a comprehensive personal finance toolset has declined.

When do online services expire?
Per the End User License Agreement for Money Plus Deluxe, Premium and Home & Business products, online services continue for two years after initial activation or until 1/31/2011, whichever comes first.

For more information from Microsoft, please see Frequently Asked Questions about the Microsoft Money End of Sales.