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    Download Transaction History
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    Contents

    Download Transaction History

    • 1 Minute to read
    • Print
    • PDF
    Article Summary

    Download transaction history by account, across multiple timeframes and file formats.

    1. From Transaction history, select Download.

    2. Select File type and choose one of the following file types:
      • Spreadsheet CSV
      • Microsoft Money OFX v1
      • Personal Finance QFI
      • Quickbooks QBO
      • Quicken QFX
    3. Select a Date range for the downloaded history. Choose one of the past 3 months, or choose a custom date range.

    4. Select Download and the file is automatically saved to the desktop.
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