Downloading Account Activity

Download your account information into your personal financial management (PFM) software. Track your expenditures, monitor your budgets and forecast balances by downloading your daily account activity. Export your information into Microsoft^© Money or Quicken^© to save for future use.

Click Export from the Account Access menu
to begin.

Select the account and date range for the information needed.

Select the file format compatible with your PFM software.

Click Download Data to complete the export process.