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How can I download transactions to a financial management software package or Microsoft Excel spreadsheet?

April 26, 2017download Excel financial Management Microsoft package Software spreadsheet transactions

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How can I download transactions to a financial management software package or Microsoft Excel spreadsheet?

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It is possible to download your transactions from ANZ Internet Banking into personal financial management programs such as Microsoft Money™ or Intuit Quicken™, and also to Excel or other spreadsheet programs. Please follow the steps below when downloading transactions to Microsoft Money™, Intuit Quicken™ or a spreadsheet (in CSV format). Select ‘Download Transaction History’ in the left-hand menu under the ‘Everyday Banking’ tab. Select the account you want to download the transactions for and the software package you are using from the drop down box (to download to Excel or a spreadsheet package select the ‘CSV text file’ option). Enter the date range you want to download, up to a maximum of 31 days. Select ‘OK’. Save your transaction information by choosing the file name and folder or disk where you would like to save it and use Microsoft Money™, Intuit Quicken™ or Excel to import the file.