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Web Connect Downloads
SEE Finance allows you to connect directly to hundreds of financial institutions and download your account
information. Many financial institutions that do not offer Direct Connect offer the ability to download your
account information in various file formats, such as OFX, QFX, QIF and CSV formats, this process is referred to as Web Connect.
With Web Connect you simply log into your institution's website and download a file containing your account information in one of the
following file formats: OFX (sometimes listed as the "Microsoft® Money 2003 or Later" option), QFX (sometimes listed as the
"Quicken® Web Connect 2003 or Later" option), QIF (sometimes listed as the "Microsoft® Money 2002 or Earlier" or
"Quicken® 2002 or Earlier" option), or CSV format. Most institutions provide this option free of charge, however, some
may require enrollment and/or charge additional fees.
All of these file types can be easily imported into SEE Finance. With either option SEE Finance makes recording
your financial transactions quick and easy.
***Note: The Web Connect process can be simplified by using SEE Finance's built in browser so you never have to leave the
application. You can simply use the built in browser in an account to login an institution's website and download a file
containing your account information. Once the file has completed downloading, SEE Finance will ask if you would like to
import this file into your account.***
See also
Importing Accounts
Which File Type to Import?
Importing QIF & QMTF Files
Importing OFX & QFX Files
Importing CSV Files
Creating Accounts Manually
Creating Accounts by Direct Connect Download
Setting Up Direct Connect Account Downloads
Checking & Updating Account Direct Connect Connections
Recreating Account Download Connections
Downloading Transactions
Downloading Statements
List of Account Topics
List of Account Downloads Topics