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MyJFG + Quicken Express Web Connect

With MyJFG, you can choose Quicken Express Web Connect to provide you with a seamless connection to your transaction history within Quicken.

Conversion Instructions

Download the guide below that matches your product and connectivity.

MyJFG

Learn more about the enhanced digital banking solution that is easy and intuitive so you can manage your money when and where it is convenient for you.

Frequently Asked Questions

  • If the duplicate transactions have not been added to the register, they can be deleted individually prior to accepting.
  • Or, if the transactions have already been added to the register, they can be deleted from the register individually or in groups. If there are too many transactions to delete individually, restore a backup file and download the transactions again.
  1. First, confirm all account have been deactivated, including inactive or hidden accounts.
  2. Then, if you’re working in QuickBooks, delete any downloaded transactions that do not match the register in MyJFG. If you’re working in Quicken, delete the duplicate accounts.
  3. Finally, repeat the reconnection steps.
  1. First, open the account register for the incorrectly linked account.
  2. If the transactions have not yet been accepted into the register in QuickBooks, delete them in MyJFG. Then, deactivate the account. If the transactions have not yet been accepted into the register in Quicken, delete the transactions.
  3. If the transactions have already been added to the register in Quicken or QuickBooks, restore a backup.
  4. Finally, repeat the reconnection steps. Be sure you link to the correct account when reconnecting.

Have questions?

Contact our dedicated support team at 888.769.3796.