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How do I download account information to import to Quicken or MSMoney?

April 26, 2017account download import MSMoney Quicken

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How do I download account information to import to Quicken or MSMoney?

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If you wish to download your account history into your personal financial management software; you may do so from the “Account History” screen. You can download the transactions from your current and previous statement cycles, for your share savings, share draft and loan accounts, to export into popular personal financial management software packages, including Quicken and Money. You will need to name the download files with a name that uniquely identifies the downloaded file, using a “.qif” extension, so that you can easily identify the file that you wish to import (e.g., if you are downloading your share savings, share draft and loan transaction activity for the previous statement cycle you will want to name each of the files differently so that you do not accidentally import your Savings information into your Checking history.

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Posted

If you wish to download your account history into your personal financial management software; you may do so from the “Account History” screen. You can download the transactions from your current and previous statement cycles, for your share savings, share draft and loan accounts, to export into popular personal financial management software packages, including Quicken and Money.