How do I download account information to import to Quicken or MS Money?
If you wish to download your account history into your personal financial management software (Quicken or MS Money), you may do so from the “Account History” screen. First, retrieve the history of the transactions you would like to download. Then select the appropriate format for your software. You may save this file or open your software immediately. To enter the download information into your personal records, follow your software’s directions.
In the Accounts drop down menu, select the Download link. Select the account, starting and ending dates, and the download type. Note: When selecting the Qif Format. (Ms Money-Quicken) or the Comma Delimited format, you must add the extension to the file name. (For Qif formatted files, add QIF to the Save As file name. For Comma Delimited formatted files, add .TXT to the Save As file name.) Excel formatted files default to the correct extension.
