Exporting to Quicken 2005 & 2006

Online Banking customers can now use Quicken 2005 and 2006 when exporting transactions from Online Banking.

You can export your transactions from Online Banking by choosing an account, selecting the 'Transactions' button and choosing 'Export Transactions.' Then choose the statement cycle you would like to export as well as the file format. For Quicken 2005 & 2006 customers this will be the format with the .QFX extension. Then click the 'Export' button and save the file to your PC.

After launching Quicken, you will need to edit your account and choose Union Bank & Trust Company - NE as your financial institution. You will then be able to import the file exported from Online Banking. If Union Bank & Trust Company - NE is not an option, please update your current list of financial institutions. This is done by selecting 'Online' from the menu bar and then choosing 'One Step Update.'Only the current and last statement cycles will be available for download.

If you have any questions, call toll-free 800-297-2837, or in Lincoln at 323-1777. Please contact us if we can explain anything further.