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Direct Connect

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Truliant Federal Credit Union now offers Direct Connect to download account information into personal finance software, such as Quicken® and Money®.


Direct Connect is an easy way to organize your personal finances. It offers:

  • No manual data entry – Once you're set up, you can download all your transactions right into your personal finance software, instead of typing them in by hand.
  • Automatically reconcile data – Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • Easier to use – Direct Connect files may be automatically opened from within your personal finance software which eliminates the need for you to search for files that have been downloaded.

Get started with Direct Connect by completing the Direct Connect Registration. Once registered setup your Truliant accounts in Quicken or Money.

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