Are you working on planning for your financial future? Are you focused on keeping close track of your spending and transactions? Do you use Quicken? If your answers are yes, then you may be asking the question “What are the benefits of connecting my credit union account with my Quicken account?
As you may or may not know, Quicken has the compatibility to link to your Family Credit Union online banking account or manually upload transactions directly to Quicken. And integrating your TFCU accounts is really easy to do. So that are the benefits when you do this? For those with financial goals, there are some important ones. Let’s take a look.
For the Budget Conscious, You Can Easily Document and Plan Your Financial Future
Whether you are a novice just beginning to organize your finances, or a seasoned financial tracker, coupling Quicken account with your TFCU account(s) gives you a clear snapshot of your financial records and transactions. At a glance you can chart your current finances and plan carefully for your financial future. This means that your financial health is readily at your fingertips.
Easily Connect Your Balances & Transactions
When you connect your account with Quicken, you quickly and easily connect your current balances and transactions. Quicken provides excellent data security too, so you know that the information from your TFCU account will be connected safely and stored safely. You can easily track and monitor your expenses and know where your money is going at all times. With the added 24/7 support, it is a win-win with TFCU & Quicken together.
A Quicken Account Offers an Overall Tracking Tool
In addition to tracking your balances and transactions, in Quicken you can also track tax data, overall net worth, and your investments. By connecting your TFCU accounts, you have that much more data at your fingertips to keep you informed of your overall finances. Read more about how to get started here.
Don’t Have Quicken Account, But Want to Get Started?
Get connected with Quicken Support to answer your questions such as:
- How to download and install Quicken.
- Setting up all of your banking, loan, and investment accounts.
- How to get the most out of Quicken with tools such as budgeting, bill pay, and reports.
It does not matter if you are new to Quicken, or have tons of experience, there benefits are plentiful! To answer additional questions you may have, visit our Quicken page here.
