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Downloading
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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
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.
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