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.
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).
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 your information into and then click download. When downloading to QIF, a file opens in a new window. […]