History Menu and Features

Contents:

Share Transaction History
Share Deposit History
Loan Transaction History
Loan Payment History
Quicken Download
Quicken Download Help

Share Transaction History

Select a share and you will receive a list of the most recent transactions on that share. The transaction list includes the last 180 days of activity on that share. The list includes the date the transaction was posted, a summary of the transaction, amount of the transaction, any penalties or fees assessed, and the share's new balance after the transaction. Any comments associated with a transaction will be displayed on the following line(s).

If you have only one share on your account, that share's transactions will be displayed automatically.

Share Deposit History

Select a share and you will receive a list of the most recent deposits, including dividends, to that share. The deposit list includes the last 180 days of activity on that share. The list includes the date the deposit was posted, a summary of the deposit, amount of the deposit, any fees assessed, and the share's new balance after the deposit. Any comments associated with a deposit will be displayed on the following line(s).

If you have only one share on your account, that share's deposits will be displayed automatically.

Loan Transaction History

Select a loan and you will receive a list of the most recent transactions on that loan. The transaction list includes the last 180 days of activity on that loan. The list includes the date the transaction was posted, a summary of the transaction, amount of the transaction, interest paid, fees assessed, and the loan's new balance after the transaction. Any comments associated with a transaction will be displayed on the following line(s).

If you have only one loan on your account, that loan's transactions will be displayed automatically.

Loan Payment History

Select a loan and you will receive a list of the most recent payments for that loan. The payment list includes the last 180 days of activity on that loan. The list includes the date the payment was posted, a summary of the payment, amount applied to the loan balance, interest paid and fees assessed. Any comments associated with a transaction will be displayed on the following line(s).

If you have only one loan on your account, that loan's transactions will be displayed automatically.

Quicken Download

What are the steps to download transaction history?

Quicken 2002 Instructions

Open up Quicken and follow the instructions for the online download.
When First Financial's Online Teller logon page appears, logon to OnLine Teller.
Click the History Inquiries button, then the Quicken Download button.
Select the share or loan ID and transaction date range desired and click Continue.
Select a destination for the Web Connect file and save it.
Follow the instructions that came with your version of Quicken to import the Web Connect file into your database.

Microsoft Money 1999 and newer Instructions

Logon to OnLine Teller.
Click the History Inquiries button, then the Quicken Download button.
Select the share or loan ID and transaction date range desired and click Continue.
Select a destination for the .ofx file and save it.
Follow the instructions that came with your version of Microsoft Money to import the .ofx file into your database.

QIF Download Instructions:

Logon to OnLine Teller.
Click the History Inquiries button, then the Quicken Download button.
Select the share or loan ID and transaction date range desired and click Continue.
Select a destination for the .qif file and save it.
Follow the instructions that came with your version of Quicken or Microsoft Money to import the .qif file into your database.

Instructions

This function allows you to download transactions from First Financial to a file which you save on your computer. You can then import this file into Quicken or Microsoft Money. The steps for downloading transactions are as follows:

Select the share or loan from which to download transactions.
Select the starting date for transactions. Information over a year old may not be available online.
Select the ending date for transactions.
Click the file format you desire.
Click the continue button.

Your transactions will be packaged into a file, and you will be prompted to download this file to your computer. Select the option to 'Save this file to disk', and click 'OK', then select a location on your computer to save the file.

MICROSOFT INTERNET EXPLORER USERS PLEASE NOTE:

There is a fault with Microsoft Internet Explorer 5.5 SP1 that all downloaded files appear in the form of HTML files (i.e. .htm). This fault is documented by Microsoft on the following web page: http://support.microsoft.com/support/kb/articles/q279/6/67.asp.

If you have this problem, you can work around this issue by first selecting the option "open this file from its current location" (press OK) and then when the file download box reappears select "save this file to disk" (press OK again). Select a location on your computer to save the file.

Alternately, you can download and install Service pack 2 from the folowing site - http://www.microsoft.com/windows/ie/download/ie501sp2.htm or upgrade to Internet Explorer 6 or above.

Default File Names

Please note that the default file name is 's' or 'l' for share or loan, then the share or loan number, then 'qkndl.qif'. For example, if you download transactions from your Share 10, the default file name is 's10qkndl.qif'.

Quicken Download Warnings

If you import the same transaction file twice, or if you download and import the same transaction as part of two different transaction files, Quicken will double post the transactions. This means that your Quicken file will contain duplicate transactions.

You may have transfers between accounts. When you import, select Special handling for transfers in the QIF Import window.

Using Special handling for transfers prevents duplicate transactions from being imported into your register. Transfer transactions are made up of two mirror transactions which appear in two different accounts. Special handling allows you to import only that side of the transfer that affects your net worth.
If you enter some transactions by hand, and you then import the same transactions from First Financial, Quicken will double post the transactions. For example, if you make an entry for check number 123 and you import the transaction for check number 123, your Quicken file will contain two different entries for check number 123.

This function will allow you to download transactions from First Financial to a file which you save on your computer. You can then import this file into Quicken or Microsoft Money. The steps for downloading transactions are as follows:

Select the share or loan from which to download transactions.
Select the starting date for transactions. This date must be within the last 180 days; earlier transactions are not available online. If you need assistance entering a date, please see the help section on entering dates.
Select the ending date for transactions.
Click the Continue button.

Q: How do I import QIF files into Quicken?

A: Use Quicken’s Import feature to update your Quicken accounts. To do this:

Back up your Quicken data file.
If the Quicken account you want to import data into doesn't exist, create it.
If you are importing the data from a floppy disk, insert the disk in the drive.
To open the QIF Import window:

In Quicken 99 and 2000, from the File menu, point to Import, and then click QIF File.
In Quicken 98, from the File menu, point to File Operations, and then click Import.

In the QIF File to Import: field, enter the full path of the QIF file you are importing from. If you are not sure where the QIF file is located, use the Windows Find feature to locate your file with a .qif extension.
In the Quicken Account to Import into: field, select the account you want to import the data into.
Select the items you want to include in the Import process and click OK.

Quicken Download Help

The Quicken Help information in the previous section is accessible from the History Inquiries Menu for your convenience.