Exporting transactions

Download a Single Transaction

You can Download transactions by clicking on the dropdown arrow present on the far right of the transaction and select or tap Download. The file is downloaded in a PDF. Currently, you can only Download in online banking.

Note: Contact us for information about supported versions of Quicken and QuickBooks.

Download Transactions of an Account

  1. On the Dashboard, click Transactions.
  2. In the menu on top Select the account that you want you download transactions. On the far right, there is a Blue Download button. Click or tap Download, a drop-down list appears for the Frequency of time you want to download.
    • This Month
    • Last Month
    • This Year
    • Last Year

Within the dropdown, another dropdown is presented to select the format for which they want to download, they may include:

    • Spreadsheet (CSV)
    • Microsoft Money (OFX v1)
    • Personal Finance (QIF)
    • Quicken (QFX)
    • QuickBooks (QBO)
  1. Depending on your browser settings, one of the following happens:
    • If your browser automatically saves files to a folder, the file is saved in that folder. Open the folder to view the downloaded file.
    • If your browser is configured to prompt for the folder for downloaded files, you are prompted to specify the location to save the downloaded file.
Digital banking Transactions Quicken

Last updated on September 16, 2021.