How Do I Export Transaction History Into My Personal Finance Management Software?

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aOn the Transaction History page using the Export drop-down box, you can download your data to:

  • Microsoft® Excel (.xls)
  • Comma separated value file (.csv)
  • Microsoft® Money / Microsoft® Small Business Accounting (.ofx)
  • Quicken (.qfx),
  • Quickbooks (.qbo)

Once you select the account, and the transaction history for that account is displayed on the screen, select the export method. You will be asked if you wish to Open or Save the export file. If you choose to open the file, you must have the application that supports the file format installed on your local machine.