How will I use CB Connect with Quicken or Microsoft Money?
The Export Transactions button allows your account information to be exported for use in an Excel spreadsheet or a financial management program such as Quicken or Microsoft Money. To export your account: • Click the MY ACCOUNTS button. • Click on the account that you wish to export transactions from. • Click on the TRANSACTIONS button to view transactions. • Click on the EXPORT TRANSACTION button. After the EXPORT TRANSACTION button has been pressed, you will be asked to select a file type and date range. The six possible file types are: • Comma Separated Value (.csv): This format is used to interface with Excel. • Intuit Quicken (.qif): This format is used to interface with Quicken versions prior to 2005. • Microsoft Money (.ofx): This format is used to interface with Microsoft Money. • Intuit QuickBooks (.iif): This format is used to interface with QuickBooks versions prior to 2005. • Intuit Quicken (.qfx): This format is used to interface with Quicken versions 2005 and higher. • Int
