Download Transaction History

Download transaction history by account, across multiple timeframes and file formats. Downloading is available from the web app, not mobile.

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.

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