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Download Transactions

Download Transactions

Securely download transaction data to manage your finances.
1
Account Summary Page

There are two ways to download transactions.

For the first option, click on the three dots next to the desired account on the Account Summary page.

2
Download Transactions

Click on “Download Transactions.”

3
From the Account Page

For the second option:

  1. Access the desired account page.
  2. Click on the Download icon.

4
Date Range

Enter the “From” and “To” dates (default is the last 6 months).

Note: Files are limited to 2,000 transactions per download, regardless of the date range.

5
Select Download Format

Click on the “Select Format” drop-down menu to select the desired format.

Note: Choosing “CSV” format includes Account Number, Date, Amount, Running Balance, Category (Debit / Credit), and Description.

6
Download

Click on the “Download” button.

The file will download to your computer.

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