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Conference 7.286::dcu

Title:DCU
Notice:1996 BoD Election results in 1004
Moderator:CPEEDY::BRADLEY
Created:Sat Feb 07 1987
Last Modified:Fri Jun 06 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:1041
Total number of notes:18759

785.0. "Any thoughts on electronic bank statements? (ie:Quicken)" by AXEL::FOLEY (Rebel without a Clue) Tue Mar 22 1994 11:55


	I'm sure this has been asked in here before but I couldn't
	find it. A pointer would be fine.

	One service I'd like to see from the DCU is electronic statements
	similar to the Quicken Intellicharge Visa card. ie: Once a month
	I call a number and all my charges are automatically downloaded 
	into Quicken (A PC based financial manager). If it was possible,
	I'd like to get all my DCU accounts available in the same manner.
	Hell, I'd even be willing to pay a nominal fee. ($.50/$1.00 a
	statement?)
	

	Any thoughts on this?

							mike
T.RTitleUserPersonal
Name
DateLines
785.1I'm with youSMAUG::GARRODDCU Board of Directors CandidateTue Mar 22 1994 12:228
    Re .0
    
    If I succeed in getting elected to be a director I will be heavily
    pushing the DCU management to look into this sort of thing. If it can't
    be done I'd like to clearly understand why. DCU needs to get ready for
    the 21st century.
    
    Dave
785.2Before we do that, how about more VISA updates AWECIM::MCMAHONLiving in the owe-zoneTue Mar 22 1994 13:236
    Sort of along the same line - how about if they upload payment data to
    VISA more than once a day at 15:00? You know, you make an EasyTouch
    payment at 16:00 and it doesn't become available until the update the
    next day at 15:00. What are the issues involved in doing this hourly 
    or -gasp- as the payment is made?
    
785.3Do it!STAR::BUDAI am the NRATue Mar 22 1994 14:5413
RE: Note 785.0 by AXEL::FOLEY

>	One service I'd like to see from the DCU is electronic statements
>	similar to the Quicken Intellicharge Visa card. ie: Once a month
>	I call a number and all my charges are automatically downloaded 
>	into Quicken (A PC based financial manager). If it was possible,
>	I'd like to get all my DCU accounts available in the same manner.
>	Hell, I'd even be willing to pay a nominal fee. ($.50/$1.00 a
>	statement?)

I agree!  This would be nice!

	- mark
785.4ROWLET::AINSLEYLess than 150 kts. is TOO slow!Tue Mar 22 1994 17:153
    I'd like it, but I don't think I'd pay for it, at least not much.
    
    Bob
785.5AXEL::FOLEYRebel without a ClueWed Mar 23 1994 17:1215
RE: .1

	Clearly there could be a way for the DCU to create Quicken
	importable files, .QIF, that could be downloaded automatically
	to Quicken. We're not talking rocket science.. Just SMOP. Even
	just having someplace to dial in that I could copy the .QIF files
	from would be fine for now.. A totally integrated environment like
	Intellicharge would be awesome.

	Hopefully someone will call Intuit, the makers of Quicken, and see
	what can be done.

	I wish you luck Dave. You and your crew will be getting my vote.

							mike
785.7STRWRS::KOCH_PIt never hurts to ask...Sun Mar 27 1994 14:1118
    I have asked (a long time) ago if we could get some simple changes to
    the touch tone system.
    
    	1. Read checks that have cleared so that the the latest ones to
    	be received are the first read. Also, given that you could get more
    	than 5 checks cleared in a day,  a way to input "read the last 'n'
    	cleared checks" back to me.
    
    	2. A way to input a check number to see if it has cleared the
    	account. 
    
    As many others have stated, this is NOT rocket science. These changes
    will benefit everyone. I want these done before Quicken support (I have
    Quicken and would love it anayway) so that the highest number of the
    membership can be served.
    
    If they can't do this, do you really expect them to provide Quicken
    support?
785.8AXEL::FOLEYRebel without a ClueFri Dec 02 1994 15:539

	As a followup, I've sent mail to Dave Garrod today to ask if
	there has been any progress in this issue. Myself, I'd be happy
	with the DCU emailing me a QIF file with my stuff. 

	We'll see what Dave says.

							mike
785.9AXEL::FOLEYRebel without a ClueTue Jan 03 1995 10:0459

	I thought I had included this already but in the confusion of the
	holidays, I didn't. 

	Here is Dave Garrods reply to my further inquiry of electronic
	statements.

						mike



From:	US2RMC::"[email protected]"  5-DEC-1994 22:59:57.19
To:	axel::foley
CC:	
Subj:	Re: Electronic DCU statements

Mke,

The subject of Electronic access to DCU has come up several times at
board meetings and at the planning conference. As you can imagine
several board members have encouraged management to seriously
look at this.

The good news is that the items:

- Investigate PC-remote Banking
- FAX-automated document sending
- Internet Access

were all brought up at the planning conference and amongst other
things are formally noted as action items with a responsible
person named for each. The responsible person for each of
the above is Mary Madden (although I expect she will
actually delegate the responsibility) and the plan is for one of the
Quality Teams to look into each of the above sometime
in 1995 as well as to allocate budget for this investigation.

So bottom line is that there is a commitment to investigate
Electronic Banking/Access for the DCU. As for what actually
comes out of the investigation it is too early to say. I will
pass on your mail message to Mary Madden as one piece
of source material for the Quality Team that will investigate
this area.

You may share this message with others if you wish,

Dave
Speaking as an individual board member and nothing more

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% Subject: Re: Electronic DCU statements