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Personal accounting software is a great way to manage your finances. Your BFSFCU account data can be downloaded for use with Microsoft Money or Intuit's Quicken accounting software.
Microsoft Money
To access your BFSFCU account data with Microsoft Money you must have Internet access. In order to set up Microsoft Money to access your account data, you will need the following:
- Member Number
- Online Banking Password
When you have the required information, this guide will help you enable your accounts for online account services in Microsoft Money. For step-by-step help for any online task, go to the Help feature in Microsoft Money.
Note: BFSFCU currently supports MS Money "Direct Connect" functionality. Downloads initiated from our Online Banking (vs. initiated from within Money) are not currently supported.
View the Microsoft Money demo.
Intuit Quicken
To access your BFSFCU account data with Quicken, you must have Internet access. In order to set up Quicken to access your account data, you will need the following:
- Financial Institution: Bank-Fund Staff Federal Credit Union
- Customer ID: 5- or 6-digit Member Number (not your "OBSN" or account number which contains the suffix)
- PIN: Online Banking Password
- Account Number: Member Number, dash, suffix (e.g. 123456-S8)
- Routing Number: 254074170
When you have the required information, this guide will help you enable your accounts for online account services in Quicken. For step-by-step help for any online task, go to Getting Started--Banking in Quicken Help.
Note: At this time, only Quicken for Windows is supported.
View the Intuit Quicken demo.
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