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.

Download Transactions of an Account

1. On the Dashboard, click the account you want to download transactions for.
2. In the Transaction History, on the far right, there is a Blue Download button. Click or tap Download.

A drop-down list appears for the Date Range you want to download.

• Select between the current or prior two months.
• Choose Custom Date Range to select a custom range to view transactions.

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

• Spreadsheet (CSV)
• Microsoft Money (OFX v1)
• Personal Finance (QIF)
• Quicken (QFX)
• QuickBooks (QBO)

3. 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