How do I export transactions into financial software such as Intuits Quicken or Microsoft Money?
Exporting transaction information for use with your personal finance software, such as Intuits Quicken or Microsoft Money, can be accomplished by selecting the desired account from the Accounts drop-down menu. Then select Transaction Menu from the Transactions drop-down menu. The “Transaction Menu” page will display. Enter the desired information into the Transaction Search fields: Cycle – select from All, Previous Business Day, Current Statement and Previous Statement. Transaction Type – select from All, Checks, Debits, Deposits and Credits. Sort by – select from Date – Ascending or Date – Descending; Check Number – Ascending or Check Number – Descending; Description; Transaction Type; Amount – Ascending or Amount – Descending. Date – enter the desired From and Thru dates. By leaving both fields blank, it will export all available transactions (all previous and current cycle transactions). Amount – enter the desired From and Thru amounts if searching for specific amounts. By leaving b
Related Questions
- How do I export my account information to financial management software, such as Microsoft Money, Quicken, or QuickBooks?
- How do I export transactions into financial software such as Intuits Quicken or Microsoft Money?
- How do I export transactions into financial software such as Intuit’s Quicken or Microsoft Money?
