What are my capabilities with money managers like Quicken, QuickBooks, Microsoft Money, and Excel?
A. Our Online Banking will allow you to export transactions into your money management software. You will not be able to interface your money management software with our Online Banking. To export transactions into a personal application, complete the Transaction Search options on the Transaction Menu screen, then click the “Export” button to complete the export process. Or, click the “Display” button to display a complete list of transactions. Select the “Export” check box for each item to be exported. If the check box in the title bar is selected, all displayed items are automatically selected for export. If the check box is then deselected, all displayed items will not be exported. Note: Special printing is available on export item lists. There are four types of transfer formats that can be selected from the drop-down transfer list box. The list below details the format type and its associated program.
