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What are the pre-requisites to using Personal Finance Management (PFM) software in Direct Connect mode with Monterey CU HomeBanking?

April 26, 2017Connect CU Management mode Monterey personal finance PFM pre-requisites Software

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What are the pre-requisites to using Personal Finance Management (PFM) software in Direct Connect mode with Monterey CU HomeBanking?

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In order to configure your PFM software to directly download your account information, you must have the following: Microsoft Money or Intuit Quicken version less than 3 years old. An account with Monterey CU with HomeBanking enabled. An internet connection. A basic understanding of your PFM software and how it works.