Downloading Your Savings or Checking Account Transaction Details from BPI Express Online to BPI Quicken:

Before downloading, make sure you are already connected to the Internet.

1. From the BPI Quicken screen, click on the "My Accounts" icon at the bottom menu and choose "View My List of Accounts." This will bring you to your Account List screen.
2. Make sure you have created a Current or a Deposit (Savings) account in your Account List. This is where the transaction details from BPI Express Online will be transferred. To create an account, click on the "New" button, choose the type of account and follow the account setup instructions.
3. On the Account List screen, click on the "BPI Tools" button to launch the BPI Quicken Tools bar and click on the "BPI Express Online" button. This will connect you to the BPI Express Online website.
4. Sign in to BPI Express Online, choose Savings and Checking Account Information, and go to the Account History screen of the deposit account you wish to download.
5. On the upper portion of the BPI Express Online Account History screen, you will find the "Import Into" drop down box. From this box, choose the account where you want your transaction details to be downloaded into. Then, click on the "Grab It!" button.
6. Wait until you see the message "Statement download completed." Click on the close button and go back to the BPI Quicken screen.
7. Your deposit account transaction details are now recorded in your BPI Quicken Register.

BPI Quicken Tools Bar


Downloading your BPI Credit Card Statement:

To be able to use this feature, you need to have your BPI Credit Card(s) enrolled in BPI Express Bills at www.bpiexpressbills.com

Before downloading, make sure you are already connected to the Internet.

1. From the BPI Quicken screen, click on the "My Accounts" icon at the bottom menu and choose "View My List of Accounts". This will bring you to your Account List screen.
2. Make sure you have created a Credit Card account in your Account List. This is where the statement details from BPI Express Bills will be transferred. To create an account, click on the "New" button, choose credit card and follow the account setup instructions.
3. On the Account List screen, click on the "BPI Tools" button to launch the BPI Quicken Tools bar and click on the "BPI Express Bills" button. This will connect you to the BPI Express Bills website.
4. Sign in to BPI Express Bills, click on Current Bills and go to the BPI Credit Card Details screen of the credit card account you wish to download.
5. On the upper portion of the BPI Express Online Account History screen, you will find the "Import Into" drop down box. From this box, choose the account where you want your statement details to be downloaded into. Then, click on the "Grab It!" button.
6. Wait until you see the message "Statement download completed." Click on the close button and go back to the BPI Quicken screen.
7. Your credit card statement details are now recorded in your BPI Quicken Register.

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