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BUSINESS BANKING

QUICKEN RECONNECTING

Sync your Happen Bank deposit account with Quicken.

Quicken Express Web Connect Instructions for Windows Users

Save your data & update your software:

  1. Back up your Quicken Windows data file. Go to File > Backup and Restore > Backup Quicken.

  2. Download the latest Quicken update. Go to Help > Check for Updates.

  3. Complete a final transaction download. Accept all new transactions into the appropriate registers.

Deactivate your old connection and reconnect your account to Happen Bank:

To deactivate your online banking connection for accounts connected to the financial institution that is requesting this change:

  1. Choose Tools > Account List

  2. Click Edit on the account to deactivate

  3. In Account Details, click Online Services

  4. Click Deactivate and follow prompts to confirm deactivation

  5. Click General tab

  6. Delete Financial Institution and Account Number information and click OK to close window

  7. Repeat steps for any additional accounts that apply

Reconnect your online banking connection to Happen Bank:

  1. Choose Tools > Account List

  2. Click Edit on the account to deactivate

  3. In Account Details, click Online Services and then choose Set up Now

  4. Type your institution’s name in the search field and click Next

  5. Enter your financial institution credentials

  6. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.

  7. After all accounts have been matched, click Next and then Done

Quicken Express Web Connect Instructions for Mac Users

Save your data & update your software

To back up a Quicken Mac data file:

  1. Choose File > Save a Backup

  2. Download the latest Quicken Update. Choose Quicken > Check for Updates

To complete a final transaction download:

  1. Complete last transaction update before the change to get all of your transaction history up to date

  2. Accept all new transactions into the appropriate registers

Activate and connect your account to Happen Bank

To activate your online banking connection for accounts connected to the financial institution that is requesting this change:

  1. Click your account in the Accounts list on the left side.

  2. Choose Accounts > Settings

  3. Select Set up transaction download

  4. Enter your financial institution name in the search field, select the correct option and click Continue

  5. Enter your financial institution credentials

  6. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account

  7. Click Finish

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Security

Keeping your financial info private and secure is our priority.
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FDIC Insurance

Deposits are FDIC-insured up to the maximum amount allowed—$250,000.
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Customer support

Have a question? Need a hand? We can help. Chat with us online, or reach us by phone or email.
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88 Kearny Street, Suite 600
San Francisco, CA 94108

For Personal Loans, APR ranges from 5.96% APR to 35.96% APR and origination/processing fee ranges from 0.00% to 8.00% of the loan amount. APRs and origination/processing fees are determined at the time of application. The lowest APR may be available to borrowers with excellent credit, subject to additional factors including, but not limited to, loan amount, loan term, and sufficient investor commitment. Advertised rates and fees are valid as of July 06, 2026, are subject to change without notice, and may not be available for all Personal Loan products and/or through all application channels or platforms.

A representative example of payment terms for a Personal Loan is as follows: a borrower receives a loan of $15,262 for a term of 36 months, with an interest rate of 13.99% and a 6% origination fee of $916, for an APR of 18.40%. In this example, the borrower will receive $14,346 and will make 36 monthly payments of $522. Loan amounts range from $1,000 to $75,000 and loan term lengths range from 24 months to 84 months. Some amounts, rates, and term lengths may be unavailable in certain states, and may not be available for all Personal Loan products and/or through all application channels or platforms.

Credit eligibility is not guaranteed. APR and other credit terms depend upon credit score and other key financing characteristics, including but not limited to the amount financed, loan term length, and credit usage and history.

Unless otherwise specified, all credit and deposit products are provided by Happen Bank, N.A., Member FDIC, Equal Housing Lender (“Happen Bank”), a wholly-owned subsidiary of Happen, Inc., NMLS ID 167439. Credit products are subject to credit approval and may be subject to sufficient investor commitment. Credit union membership may be required. Deposit products are subject to approval, which may include credit approval. 

Our mailing address is: Happen Bank, N.A., 88 Kearny Street, Suite 600, San Francisco, CA 94108. 

“Happen” and the “H” symbol are trademarks of Happen Bank.

© 2026 Happen Bank. All rights reserved.

Equal Housing LenderMember FDIC