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Submitted questions will be answered by an Arvest banker and may appear on the Arvest Blog.

Helpful Tips for Using Quicken

Thursday, November 20 at 09:28 AM

With Quicken online account access, you can update transactions and balances (e.Statements) from Arvest into Quicken. You will then be able to see what transactions have cleared your account, find out your current balance and add transactions that have been processed but aren’t in Quicken yet. This process keeps your account information current, saves time and improves the accuracy of your financial record keeping. 

Below are a few of the frequently asked questions regarding Quicken:
 
“How do I perform a download of my account information into Quicken?"
 
First, enter your Login ID on the Arvest.com homepage. On the next screen, enter your Banking On the Net password. When your Account Balances page appears, select Quicken (All Versions) from the “Download To:” drop-down menu. Finally, click on the “Download” button. The next screen that appears will prompt you to select the accounts that will wish to download into Quicken.
 
“Can I download a specific transaction? It always downloads all transactions in my
history, but I only need one”
 
Yes, Quicken allows you the option of downloading all transactions since your
 last download or a date-specific transaction. On the “Download Activity” screen, you   may select “All transactions since last download”, which is the default  selection, or you may choose the second option where you can enter a specific date range in MM/DD/YYYY format. After you have made this selection and  specified which dates you would like to download, click the “Download to "Quicken” button.
 
“I would like to save my Quicken download to my desktop, but I’m not sure how to do this.”
 
 After you click the “Download to Quicken” button to begin the download process, you should receive a pop-up prompt that will ask you to Open, Save or Cancel your Quicken download. If you do not receive the pop-up box, your pop-up blocker could be activated. A message will likely appear just below your address bar on your browser alerting you that your pop-up blocker is on. Follow  the proper instructions for the pop-up blocker to de-activate pop-ups temporarily.
 
Next, click “Save”, then “Save to Desktop”. Quicken will then update your Arvest Bank account information.
 
“I have the option of both Arvest Bank and Arvest Bank-Webconnect as my bank in the download selection process. Which one do I choose?”
 
Arvest Bank-Webconnect is the correct option. Following your user set-up, you  will have the option of activating “One Step Update,” which allows you to connect to Arvest Bank-Webconnect directly through Quicken. You may also choose to activate this feature and, instead, go to Arvest.com each time you want to update your account information to Quicken. When your account information has successfully updated, you will be ready to explore Quicken.
 
 
10 Comments
 
 

I have followed the down load instructions for Arvest and Quicken and still get the same error everytime when I update my checking account info.  I have even reinstalled the software prior to doing that because of this error.  There was no indication that anything was downloading on Arvest's site and I got no pop-up letting me know it was complete.  The error says it is the Quicken server and that Quicken is working on it, but that was the same error I had 1 year ago.  Seems they are still working on it...

 
Tracy on 11/8/2009 at 3:05 PM
 
 
 
 

Hi Tracy,

We apologize for any inconvenience you may be experiencing with Arvest and Quicken. Arvest has a useful step-by-step guide and troubleshooting guide, which we will be happy to send to your provided email address. Please review these documents and let us know if you have additional questions or experience other errors.

Thank You,

Arvest Blog Admin

 

 
Arvest Blog Admin on 11/10/2009 at 2:39 PM
 
 
 
 

 I am starting to use IBank with my Mac. It is a lot like quicken. I follow your steps to download but I can not find where it gives me the option to even chose download. 

 
Kendell on 2/10/2011 at 10:12 PM
 
 
 
 

Hello Kendell,

The "Download" function is located under the 'Accounts' tab of our online banking system.  You can find it by clicking on 'Accounts' or by going to the 'Balances' sub-heading under the 'Accounts' tab.

The different versions of downloadable files are presented as a drop down list immediately above your list of bank accounts.

Let us know if you need more help with this function.

Thanks,
Arvest Blog Admin

 
Arvest Blog Admin on 2/14/2011 at 8:49 AM
 
 
 
 

Today I downloaded my bank statement into Quicken at  7:30pm  . The problem Ihave is that  Arvest shows that I have cleared transactions fro 04/11/2011 yet Quicken only picks up transactions from  04/08/2011?

 
Chip0312 on 4/12/2011 at 7:26 PM
 
 
 
 

Hello Chip,

We apologize for any inconvenience you may be experiencing with Arvest and Quicken, Arvest Bank processes all weekend items starting on Monday night, those items will then be hard posted to your account after processing is complete, usually around 3 AM on Tuesday. Our understanding with Intuit is they only take hard posted items into their downloads and not memo posted items. The items you received on 04/11 when you attempted to download them would still have been memo posted and intuit would not have added them into the Quicken account.

Please let us know if you have any further questions.  Thanks for banking with Arvest!

 
Arvest Blog Admin on 4/13/2011 at 1:46 PM
 
 
 
 

I've been using Quicken for awhile to dnld Arvest transactions. As of Monday, I get a CC- 585 error for Arvest when I try to update and no new transactions are downloaded. I update again right away as quicken support suggests and I get no error but posted transactions are not downloaded and online balance is not updated. Any ideas on that one?  Thanks!!

"Your financial institution has added a new security feature that requires your attention before your account can be updated. TIP: this problem can sometimes be fixed by trying again immediately. Arvest checking failed [CC-585]"

I have no prob logging in via website.
 

 
Peter on 4/13/2011 at 9:19 PM
 
 
 
 

fixed. close quicken, reopen. update arvest by itself instead of one step update. it asks security questions, i answer, all is good. everyone else probably knows this. thanks. 

 
peter on 4/13/2011 at 9:22 PM
 
 
 
 

Hi Peter,

Sorry you were experiencing problems with downloading your transactions into Quicken, but glad you found the fix and posted it here for others to see.

Please let us know if you have any further questions.  Thanks for banking with Arvest!

 
Arvest Blog Admin on 4/14/2011 at 8:18 AM
 
 
 
 

 

I am having the same issue, but attempting to update the arvest account by itself is still doing a one step update on that single account.  This is real frustrating as the only way I can resolve this is to remove it from One Step Update and then re-add it.  This is used to work so well and now it doesn't.  Is this being addressed so I can keep up with my finances correctly?

 
Lance on 8/15/2011 at 8:20 PM
 
 
 
 
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