Financial Software Export
Quicken©, QuickBooks© and Money© users can quickly and easily download account history directly into their financial management software.
Benefits
It’s Easy. Quicken’s© “one-click” Direct Connect interface allows transactions to automatically load into your Quicken© program. Also available for Microsoft© Money©. For other software and software versions, a simple file import process is available.
It’s Fast. No more entering your bank transactions by hand! Let the online banking system do it for you.
It’s Accurate. Forgot to enter that ATM withdrawal? Having trouble reconciling your account? No problem – downloading your account history from the online banking system enters any missing entries and automatically ‘clears’ items already in your register.
‘One-Click’ download available for Quicken© versions 2005 and above, and Money© versions 2004 and above.
Comma-Separate Value file format (.csv) is also available for import into Excel© and other financial management software programs.
Current and previous statement history (maximum 45 days) is available for download.
Find Out How
For instructions on how to download account history, view the Transaction Download Procedures.