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Can I download account information from Web Banking into Personal Financial Management software such as Quicken® or Microsoft Money®?

April 26, 2017account Banking download financial Management Software web

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Can I download account information from Web Banking into Personal Financial Management software such as Quicken® or Microsoft Money®?

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Yes, as a Web Banking customer you can download checking, savings, money market savings and line of credit account information into popular software packages such as Quicken® and Microsoft Money®. Click on the “Export Data” link at the top of the account history page for the account you’d like to download data for, and the pages will walk you through the process.