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How do I download account information to import to Excel, Quicken or MS Money?

April 26, 2017account download Excel import money MS Quicken

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How do I download account information to import to Excel, Quicken or MS Money?

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A. If you wish to download your account history into your personal financial management software, you may do so by scrolling to the bottom ot the Account History screen. Simply select the appropriate format for your software. You may save this file or open your software immediately. To enter the downloaded information into your personal records, follow your software’s directions.