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One of the features available to you within our Online Banking platform, is the download and import function. This allows you to create download files in two different formats, that you can save to your computer, and then import into either Excel or to MS Money. It's very easy to do, too!
- Log into our Online Branch, just as you would normally.
- Click the Accounts Tab, and you will see all of your accounts listed separately, each with a History link button to the far left.
- Select one of your accounts and click the corresponding History button. When the data comes up, just look toward the upper right of the data screen...you will see the words "Export to", followed by a drop box, and then a Download button.
- Just select one of these two options in the drop box:
- Spreadsheet (.csv)
- MS Money 2002 or newer (.ofx)
- Click the Download button and your download file will be created.
- When prompted, click Save and select a location for the download file to be saved into your PC. You know how that works...what ever location you chose.
- You are now ready to use either Excel or MS Money to import the appropriate file.
Also, if you are a Quicken user, be on the lookout for a Quicken option to appear in that drop box. That functionality is in development at this time!
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