-
Downloading
-
Do all financial institutions offer the ability to download information to personal financial software?
How can I download information into my personal financial software?
What file formats can I use to download data?
If I select the "All transactions" option, what transactions will I download?
If I select the "New transactions" option, what transactions will I download?
Downloading
Do all financial institutions offer the ability to download information to personal financial software?
No, only selected financial institutions offer this service. For more information,
please contact your financial institution.
How can I download information into my personal financial software?
The information you download is compatible with many of the leading
personal finance programs, including Quicken, Microsoft Money, and Microsoft
Excel. To download a report into any of these programs, select the program you want to
download into and then click Download.
When downloading to QIF, a file opens in a new window. When downloading to Excel, a
worksheet opens within a frame. To return to the reporting page without closing the
application, please use the Back button.
What file formats can I use to download data?
You can export any report into QIF file format (for Quicken and
Microsoft Money) or the CSV file format (for Microsoft Excel).
If I select the "All transactions" option, what transactions will I download?
You will export all transactions that are available for the report you selected regardless of whether you downloaded them before.
If I select the "New transactions" option, what transactions will I download?
You will export only the transactions that you have not yet downloaded. A checkmark in the last column on the right indicates the data has been previously downloaded.
|