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ONLINE BANKING

End User Migration Instructions
MICROSOFT MONEY 2005 - 2007

As Agriculture Federal Credit Union completes a system migration, you will need to modify certain information in your Quicken software to ensure a smooth transition of your data. You must complete the following steps after the conversion date: November 2, 2006.

We ask that you do NOT download any transactions from 10 a.m. Pacific Time on November 2, 2006 through 10 a.m. Pacific Time on November 3, 2006.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your PFM Banking service may stop functioning properly.

If you have any questions regarding these instructions, please contact us at 202-479-2270.

 

Microsoft Money 2005 - 2007
STEP A. BACK UP YOUR CURRENT MONEY DATA
From the Microsoft Money menu choose File, then Backup.
STEP B. PERFORM INTERNET UPDATE / MERGE ACCOUNTS
  1. On the Tools menu, point to Internet Updates and then click Update Now.
  2. Check the Download cleared transactions option.
  3. Enter the Direct Connect User ID and PIN and click Update.

 

 
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