Programs such as Quicken, Microsoft Money or Mint.com may offer to download information for you directly from financial institutions, but direct downloads are not currently supported by PenFed.
These programs have utilized techniques that may allow you to automatically download your PenFed transaction history: however, if you are having difficulty using one of these methods, you should contact the program provider for support.
You can still download your recent transaction history through PenFed Online and import it into some financial management software.
- First, login with your username and password.
- From the Main Menu page click on the account name to view the transaction history for the account. (Alternatively, click on the ‘+’ icon located to the left of the account name to be presented with more information about the account as well as additional options.)
- Click on the “View Transactions” link to access the transaction history for the account.
- From the account transaction history page click on the ‘+’ icon located to the left of the “Download Transactions” to be presented with your downloading options. The most recent transactions will appear first. If there are more transactions than can be displayed on one page, a "Next Page" button will appear. When you have reached the end of the available transactions, an "End of Available Transactions" message will appear.
- Quicken version 2004 or higher only supports checking, savings, and credit card transactions. If you wish to obtain certificate of deposit transactions, please note that a certificate of deposit should appear as a savings account for the purposes of downloading.
- To download all the transactions listed on the page keep "All" as the value selected in the pull-down menu. To download only certain transactions, select "Transactions selected individually above" and check the box to the right of the transactions you want to download. To download a range of transactions, select the "Transaction # range" from the pull-down menu. Enter the beginning transaction and the ending transaction numbers in the "range" boxes. These numbers are found to the left each transaction listed above. The transaction numbers are used only in the display of this screen and should not be referenced when contacting PenFed.
- To download more transactions than are displayed on the screen, click the "Next Page" button first and when all the transactions appear, follow the instructions above.
- When the transactions have been selected, choose the format for the data. (Please note: you can manually download using the QIF format but OFX or QFX for the Mac are available for transactions dated 2010 or newer only.)
- Click the Download button and a dialogue box will appear asking you where you want to save the file. We suggest placing it in a directory specifically for PenFed Online transaction history downloads. For example, "C:\My Documents\PenFed Transactions\" on a Windows-based computer. You can name the directory whatever you like, but you'll want to use a name you can remember.
- Click OK.
- If finished with PenFed Online, click the "Log Off" button at the bottom of the screen and open your personal financial management software (Quicken or Money). Follow the software's instructions for importing transaction files.
Downloading files to Quicken or Money
On some newer computers with Microsoft Money installed, your computer may try to save the QIF file to Money instead of Quicken. To fix this, try the steps below.
- Uninstall Money if you are not going to use it. This will delete the QIF file association for Money.
- If you plan to keep both on your computer, change the QIF file association to point from Money to Quicken.
- On Windows Explorer, select Tools and then Folder Options...
- Select the File Types tab
- Locate either the QIF or Quicken file type from the list and select it
- Click the Change button
- Then, click Quicken in the program list
- Click OK and then click OK one more time
Quicken 2004 or Later-- One Step Update
With Quicken 2004 or Later, you may need to do a one time update to ensure your Quicken can properly access your information:
How to Do a "One Step Update":
- Open Quicken
- On the Toolbar, click Online and then select One Step Update:
- The One Step Update window will come up. Make sure nothing is checked and then click the Update Now button. Note: Even if you do not receive confirmation, files may have been downloaded and updated:
- In the Online Update Summary window, click Done. Note: If you are prompted to install an update (patch), click Continue and follow the onscreen instructions.
- Exit and then restart Quicken. Important: You must exit and restart Quicken even if you were not notified that any updates were installed.