eBank Reference Guides

Please select product and/or system type to view instruction guide. 

 

Personal Financial Management

 

 

 

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eBank System Requirements

Review the eBank system requirements guide to ensure your desktop, browser, and phone are up to date and meet system requirements to run eBank efficiently. 

 

 

 

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Quicken/Quickbooks/Mint - Aggregation and Express Web Connect Services

 

Mint:

 

 

QuickBooks Macintosh: 

 

 

 

QuickBooks Online:

 

 

Quicken Macintosh:

 

 

 

 

Quicken Windows:

 

 

 

IMPORTANT note on Aggregation/Express Web Connect services:

Aggregation services will be interrupted for up to 5 business days after your upgrade. Recommendations for the following services, during the outage:

• Quicken Win/Mac Express Web Connect – Convert to Web or Direct Connect if you prefer not to wait 5 business days.
• QuickBooks Online – Export a Web Connect file if you prefer to wait 5 business days.
• Mint - Do not open Mint application for 5 business days after the upgrade to ensure the Mint product is properly updated.

 

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How to Bookmark a Webpage

 

 

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