You now have the capability to sync account information directly into Quicken.
Sync your METRO accounts directly lets you manage your personal and household finances quickly and easily without manually entering each withdrawal, payment or deposit.
To start the direct connectivity with your METRO account, simply add San Diego Metropolitan CU during the New/Add Accounts set up process in Quicken (Please perform the One Step Update in Tools before attempting these steps):
Please call our Phone Center at 619-297-4835 to receive a personalized Quicken Password. Then follow your Quicken software manual on "How to Add an Account". You will need the following information to complete the sync process.
San Diego Metropolitan CU User ID: Username for Online Banking
San Diego Metropolitan CU Password: Please Call METRO
Routing Number: 322281549
Account Number: Member Number Followed By Account Type (Uppercase S, K, L or C) and Account Designation. (See below for example)
|Account Number for Quicken Sync||SAMPLE METRO Account Designation|
Quicken may have you repeat the process for every account. Please call 619-297-4835 during regular business hours for further assistance.