With CBBs Internet Banking module, can I export into my Money Management software?
Yes, you can export your transaction information from Community Business Bank’s Internet Banking module. First, select the account from which you wish to export the information. Click the “Transactions” button, then click on “Transaction Menu”. On the right side, there will be a box with the heading “Transaction Search”. Within the box, there are different fields from which you may select specific transactions or an entire statement to export; be sure to choose what you want exported. At the bottom of this box, you will select the format that your money management software accepts, then click “Export”. You will be able to select from: Comma Separated File [.CSV], Intuit Quicken [.QIF], Microsoft Money [.OFX], and Intuit Quickbooks [.IIF]. The money management software that you are using must be newer than Version 2004. Anything 2004 and older does not download the data correctly. You cannot import from your money management software, it must be done through CBB’s internet banking modul
Related Questions
- How do I export my account information to financial management software, such as Microsoft Money, Quicken, or QuickBooks?
- How do I export data into other financial management software such as Quicken, QuickBooks, or Microsoft Money?
- With CBBs Internet Banking module, can I export into my Money Management software?
