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NW Plus CU Integration for Quicken®

NW Plus CU now offers Direct Connect, Web Connect, and Express Web Connect integration to download your account information directly into Quicken®

  • No manual data entry - Once you're set up, you can download all your transactions right into Quicken® instead of typing them in by hand.

  • Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.

  • No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.

  • Easier to use - Direct Connect files may be automatically opened from within Quicken®, which eliminates the need for you to search for files that have been downloaded. Web Connect files may be automatically opened by Quicken® directly from the NW Plus CU website, which eliminates the need for you to search for files that have been downloaded.

  • Automatic account setup with Web Connect - Simply initiate a download to Quicken® from the NW Plus CU web site, and Quicken sets up your accounts for you—with your data already up to date.  

What you need to get started

You only need your nw+ Username and Password to get started- The same ones you use to log into your online banking platform and into your nw+ app. 

Download the User Guide for your system

User Guides
Quicken for Windows PDF Guide
Quicken for Mac PDF Guide

 

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