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How do I download transactions?
From a History page, you can download transactions to a comma-separated
value (CSV) file which can be opened in a spreadsheet application.
Only the transactions listed on the page are downloaded.
To download transactions:
- On the History page, click Download (on the right of the green bar at the top of the page).
- Your browser may prompt you to open or save the file. Make your selection,
then click OK.
- If you choose to open the file, it will open in your spreadsheet
application.
- If you choose to save the file to your computer, select a location
on your computer, change the file name if you like, then click Save.
The file ends in a .csv extension. You can open this file from your
spreadsheet application.
To open the downloaded file:
- Start your spreadsheet application first.
- Open the CSV file from that application's menu (typically the Open option is on the File menu)
- If necessary, browse to the location on your computer where you have saved the file.
Tip: If you do not see the file listed, change the "Files of type" dropdown menu to All Files or Text Files.
- Select the file, then click Open. The file opens in your spreadsheet application.
The date range is shown at the top of the file. Only the transactions that were originally listed on the History page are downloaded. One transactions is listed per row, with columns for account number, account name/nickname, date, type, description, and amount.
You can also access
account history within Microsoft®
Money, Quicken®,
or QuickBooks.
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