Money Management Software

Software to simplify your finances

Want to manage your finances quickly and accurately, so you have more time to relax? Our Online Banking platform connects with several popular money management software programs to do just that.

Connect your favorite money management software
Quicken 2012+

View PDF

QuickBooks 2012+

View PDF

Microsoft Money and Others

To export a .CSV or .OFX for Microsoft Money or another finance program: Click on the account, select the appropriate date range and export.

Additional help

If you have any questions, please contact our Member Service Center at 800.991.2221, email us at cuonline@consumerscu.org, or visit any one of our offices.