How do I download account information in order to use Quicken or MS Money software?
From the Main Menu, click on “View Accounts” button. Choose the account you want to download, and click on the “View More” button. Click on the ‘download” button on the top of the account screen. Select the document type (Money, Quicken or Excel) and select the date range (ensure you do not overlap the date range with existing dates in your Quicken on your PC. This will result in duplicate entries.) Then click on “Download.” The next step depends on the browser you are using. If you use Internet Explorer the process is as follows: After you have clicked on “Continue” the file will be displayed as plain text. Click on “File” and select “Save As” to save the file as a text file (make sure you know the path/directory where the file is being stored). Using the Windows Explorer rename the text file by replacing the .txt extension with .gif, then import that file into Quicken or MS Money. If you are using Netscape you will get a Save As dialog box prompting you to select an area in which to
