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User Help

Transaction Download

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