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Can I download my E-Statement information into my Personal Finance Management (PFM) software such as QuickenR or Microsoft MoneyR?

April 26, 2017download E-Statement Management Microsoft personal finance PFM Software

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Can I download my E-Statement information into my Personal Finance Management (PFM) software such as QuickenR or Microsoft MoneyR?

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Since your E-Statement is sent to you in a PDF format, you will not be able to download the information into your PFM software. However, you can download your statement information into a PFM via CSB WebBank, our online banking service. To learn more about WebBank, visit the WebBank Frequently Asked Questions.