Export Financial Info

Export Your Info to Financial Software

You can use online banking to export account information to Quicken®, QuickBooks® or into a spreadsheet program such as Microsoft® Excel.

To export transactions, click the "Reporting" tab and then the "Download Accounts" submenu while logged into online banking. Select the account(s), appropriate dates, file type and delimiter (if applicable) for which you would like to download transactions. (One-step update is also available with Quicken.)