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, or select "Transactions Export" from the Transactions menu. Click the "Export" button to complete the export process.

Additionally, clicking the "Display" button on the Transaction menu displays 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. Click the check box a second time to de-select all items.

Note: Special printing is available on export item lists.

There are several transfer formats that may be supported for transaction export. Select a format from the Export Format drop-down list box. The list below details possible format types:

.CSV - Comma Separated - Microsoft Excel™

.QIF - Quicken™

.IIF - Quickbooks™

.QFX - Quicken™ version 2003 or later

.QBO - Quickbooks™ version 2003 or later

.OFX - Money™