Exporting Transaction Information


Export transaction information for use with a personal finance application, such as Quicken or Microsoft Money.

To Export transactions into a personal application, complete the Transaction Search options on the Transaction Menu screen, then click the "Export" button to complete the export process.

Or, click the "Display" button to display a complete list of transactions.  Select the Export check box for each item to be exported.  If the check box in the title bar is selected, all displayed items are automatically selected for export.  If the check box is then deselected, all displayed items will not be exported.

Note:  Special printing is available on export item lists.

There are four types of transfer formats that can be selected from the drop-down transfer list box.  The list below details the format type and its associated program.

.csv- .csv for (Comma Separated) Microsoft ExcelTm

.QIF- Quicken Interchange Format (Intuit's) QuickenTm

.OFX-Microsoft MoneyTm

.IIF- (Intuit's) QuickbooksTm

 

Quicken and Quickbooks are products of Intuit.

Microsoft Money is a product of Microsoft