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Quicken 2004 for Mac Setup Instructions

You may wish to print these instructions for easier reference.

Information You'll Need to Get Started

To download your transactions with Quicken for Mac, you must have a First Horizon Priority Checking Account, Mac OS X, and Internet access. In addition, before you can set up your Quicken accounts to use transaction download or online bill payment services, you will need to enroll at www.firsthorizononline.com/enrollment. The information you will need to know to complete these instructions are:

• User Name (called Customer ID in Quicken)
• Routing number (for bank accounts)
• Account number (Please refer to the Quicken for Mac Account Reference Table at the bottom of this page for the format of Account Numbers)
• Password (called Pin Number in Quicken)

When you have received the necessary information, this guide will show you how to activate your accounts for online services. For step-by-step help with an online task, choose Online Banking from the Quicken Help menu.

Checking for Updates to Quicken for Macintosh

To download and install the latest update to Quicken for Macintosh, choose Check for Updates from the File menu and follow the on-screen instructions.

To setup a New Quicken Account proceed to the next section titled "Creating a New Quicken Account". To download an Existing Quicken Account proceed to the section titled "Activating a Quicken Account for Transaction Download".

Creating a New Quicken Account

Skip this section if the account that you want to activate for online services is already in your Quicken data file.

1. From the Help menu, choose Set up a New Account.
2. Follow the on-screen instructions to create a new bank or credit card account.

Activating a Quicken Account for Transaction Download

1. From the Help menu, choose Set up Online Services.
2. Follow the on-screen instructions to activate this account for online account access and online payment services.

The options on your screen may change depending on the services that are available for this account.

Downloading Transactions

1. From the Online menu, choose Download Transactions.
2. Choose First Horizon from the Financial Institution pop-up menu.
3. Choose the account name from the Account pop-up menu.
4. Click Get Online Data.
5. Enter your PIN (the password that was created during enrollment for use with online banking in Quicken).

Quicken connects to the Internet and downloads your transactions for all online accounts at First Horizon you have chosen. Quicken does not automatically disconnect you from the Internet, so you may want to close your Internet connection after you have downloaded transactions.

Setting up an Online Payee with Quicken for Mac 2004

An online payee can be any business, organization, or individual to whom you make payments. You have to add each online payee to the Online Payee List only once; all Quicken accounts share this list.

1. From the Online menu, choose Payments and then choose Online Payees.
2. Click New and enter the information as necessary. (Note that the address, phone number, and account number must be accurate. Your payment provider may need the address to mail your payment to the online payee. In addition, some payment providers use the phone number as a reference to identify and route your payment to the proper payee.)
3. Click Create.

Creating an Online Bill Payment with Quicken 2004

1. From the Online menu, choose Payments and then choose Enter Payment from the submenu.
2. From the Payees list, choose the payee to whom you are making a payment and then click Use.
3. In the Enter Online Payment window, enter the amount of the payment.
4. Enter a category to help you track your income and expenses.
5. Click Put In Out Box. Quicken saves this payment in the Out Box.
6. To transmit this payment, choose Out Box from the Online menu and then choose Send Now.

"Send Now" or "Out Box"?

If you click Send Now, Quicken prompts you for your PIN, goes online, and sends your instructions immediately.

If you click Put in Out Box, Quicken adds this transfer or payment to the list of instructions to send to your financial institution. If you are creating more than one instruction put each one in the Out Box and send them together. When you are ready to send the instructions, from the Online menu, choose Out Box and then click Send Now.

Need More Help?

1. Refer to the Quicken Help section in the software.
2. Go to the Intuit support site: http://www.intuit.com/support/quicken/
3. Call Online Financial Services at (888) 382-6654.
4. NOTE: Beginning April 2004, Intuit will no longer support Quicken versions 98, 99, and 2000. First Horizon customers using these versions will not be able to download transactions or pay bills through Quicken. We recommend that you upgrade your software to a newer version by going to http://www.orderquicken.com/2004.

*****NOTICE*****

1. Mortgages and Loans are not recognized online account types. You will not be able to view these accounts as online accounts using Quicken.
2. Quicken software does not allow for bill payments from credit card accounts