Download transaction history by account, across multiple timeframes and file formats. Downloading is available from the web app, not the mobile app.
Navigate to a specific account from the web dashboard or Accounts menu.
From Transaction history, select Download.
Select File type and choose one of the following file types:
Spreadsheet CSV
Microsoft Money OFX v1
Personal Finance QFI
Quickbooks QBO
Quicken QFX
Select a Date range for the downloaded history. Choose one of the past 3 months, or choose a custom date range.
Select Download, and the file is automatically saved to the desktop.
Transaction History Fields
The following fields are included in the transaction history file that is downloaded:
Posted Date – The date the transaction posted
Type – The type of transaction; there are several possible types, some examples are: "Cleared Check," "Branch Transfer Withdrawal," "Dividend," or "Fee."
Description – Inspired by the raw description. For posted ACH transactions, this includes information added in the “Memo” field for the initiated transfer.
Amount – The dollar amount of the transaction
Account – The account corresponding to the transaction
Notes – The notes field edited by the user
Balance – The resulting balance after the posted transaction
Raw Description – The raw transaction description taken from the core