How do I get my Alliant account information into Quicken? Using Quicken WebConnect, you can easily transfer your Alliant transactions into Quicken and update it whenever you want in just the click of a button. New user set-up The first time you use Quicken WebConnect to download your Alliant transactions, you’ll need to add your Alliant account. Click on the plus sign (+) near the top left of the Quicken screen (circled in image below). You’ll then be asked what type of account you’re adding (savings/checking, mortgage, credit card, etc.). After you select an account, you’ll be prompted to “enter the name of your financial institution.” Type “Alliant Credit Union” into the form and two options will display. Select “Alliant Credit Union” from the listed options. (Please note: The listing followed by “IA” is Alliant Energy’s employee credit union.) You’ll then be prompted to provide your Alliant username and password. Your Alliant accounts will then display under Accounts on the left of your Quicken screen. Importing and updating your Alliant transactions Once you’ve set up the connection between your Alliant account and Quicken WebConnect, you can update your Alliant transactions in Quicken with just a few clicks. Click the Update button, which is a circular arrow immediately to the right of the word “Accounts” (circled in image below). In the pop-up, enter your Quicken vault password if you’ve set one up. If you don’t have a vault password, click Skip and enter your Alliant password into the form. Click “Update now” and your transaction display in Quicken will be updated. Please note that this process may take Quicken several minutes to complete.
