Using Quicken with Digital Banking

A. Yes. Credit Union of Southern California (CU SoCal) accounts can be connected to Quicken so you can download transactions and track your finances in one place. When setting up the connection in Quicken, search for “Credit Union of Southern California” or “Southern California” and follow the prompts to sign in using your Quicken credentials for Digital Banking (Online and Mobile Banking).

A. CU SoCal accounts connect to Quicken using a secure aggregation method to retrieve your account balances and transactions from Credit Union of Southern California so they can be automatically imported into your financial software.

A. Transaction updates between CU SoCal’s Digital Banking platform and Quicken are not always real-time. Transactions typically appear after they have fully posted to your account. If you don’t see a recent transaction yet, try running an account update in Quicken later in the day.

A. If your accounts stop syncing in Quicken, try the following steps:

• Update your accounts again in Quicken.
• Confirm your Credit Union of Southern California Digital Banking username and password are correct.
• If the issue continues, you may need to disconnect and reconnect your CU SoCal accounts in Quicken.

A. For security reasons, Credit Union of Southern California may occasionally require identity
verification when Quicken connects to your accounts. You may be prompted to complete a one-time passcode verification or multi-factor authentication through CU SoCal’s Digital Banking platform. Once verified, your transactions should continue downloading normally.

A. If your accounts appear duplicated or stop syncing, you may need to relink them in Quicken. During the setup process, be sure to link the downloaded account to your existing account in Quicken, rather than creating a new one. This helps prevent duplicate accounts and keeps your historical transaction data intact.

A. If Quicken stops downloading transactions, it is often due to a password change or a security reset in Digital Banking. If you recently updated your login credentials for Credit Union of Southern California, you may need to re-enter them in Quicken and run an account update.

A. Connection errors can occur periodically when Quicken attempts to sync with CU SoCal’s Digital Banking platform. In many cases, the issue resolves itself within a few hours. Try updating your accounts again later. If the error continues, disconnecting and reconnecting your CU SoCal accounts in Quicken may resolve the issue.

A. Duplicate transactions can occur if an account is added again instead of being linked to an existing account during setup in Quicken. If this happens, review your account settings and ensure the downloaded account is linked to your existing Credit Union of Southern California account in Quicken rather than creating a new one.

A. Link each account directly within Quicken by using “Add Account,” searching for your financial institution, and entering your credentials for each one individually. This process offers the most reliable syncing, fewer errors, cleaner transaction categorization, and full access to features like budgeting, reporting, and reconciliation.

A. If your accounts still will not sync after reconnecting them in Quicken, or if you continue receiving connection errors, contact Quicken Support or call CU SoCal’s Member Care Center at 866.287.6225. To learn what versions of Quicken are currently supported, click here.