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.***

Web Connect Downloads

See also