The Download Banking Transactions page is used to download banking transactions to your local computer for use in other applications, such as Quicken®, Microsoft® Money, or Microsoft® Excel.

You can access the Download Banking Transactions page by clicking Download Banking Transactions on the Accounts menu.

1. Click the Accounts tab.

   Result: The Accounts menu is displayed.

2. Click the Download Banking Transactions menu item.

   Result: The Download Banking Transactions page is displayed.

3. Select the account for which you want to download transactions.
4. Enter a from date and a to date to specify the date range of the transactions you want to download.
5. Select the file format type you want the transactions to be downloaded into.
   
   Quicken® Software. Downloads the transactions to your local computer. Follow the prompts to launch the application and save the file.
   
   Microsoft® Money. Downloads the transactions to your local computer. Follow the prompts to launch the application and save the file. Microsoft® Money is not available for Mac users.
   
   QIF. Downloads the transactions to your local computer as a Quicken®-format file. Quicken®-format files (.QIF) cannot be used to import information into Quicken® 2005.
   
   CSV. Downloads the transactions to your local computer as a comma separated values file format for use in spreadsheet programs. For PC users, the comma separated values file format can be used with any spreadsheet program. For Mac users, this file format can only be used with Microsoft® Excel.
6. Click Download Transactions.

   Result: The download file is created in the format specified and a File Download dialog message is displayed giving you the option to either open the file or save it to your computer.

See Related Topics:

• Create a Banking Report
• View Account Activity

Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.