Transaction Download allows you to create a file of your transactions so that you can import it into financial management software or spreadsheets.
- To download transaction information, use the dropdown list to select the account
- Enter the date range of transaction information or select the "From" and "To" calendar icons to choose the date range
- Use the dropdown list to select a “Download To” type (Money (.OFX), QuickBooks (.QBO), Quicken (.QFX) or Comma Separated (.CSV))
- Click "Download"
- Click "Open" to immediately download or click "Save" to save the file to import at a later date
- Your software help section will tell you how to import the data