How can I export my transaction data?

You can export your account history in digital banking online (this feature isn't available in the app). You can export to CSV, for Quicken (QFX), for QuickBooks (QBO), and for Direct Connect (OFX). You can export transactions details by account - for example, your checking account.

 

How to export transactions

  1. Log in to digital banking online
  2. Open the Accounts tab
  3. Open the tile for the account you'd like to export transactions
  4. Click Export
  5. Specify the file format and the transaction date range
  6. Click the Export button