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?

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).