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EXPORT ACCOUNT INFORMATION

The Export service allows you to download your account information in a file that is one of several possible formats. These formats are compatible with personal financial management (PFM) software packages. Please be sure to select a file format that is compatible with your PFM product.

Using the selection criteria, you can search for a specific transaction type or download your entire account history. The amount of history available is dependent upon the amount of data stored on your Financial Institution's host system. Once you download the information onto your hard drive, it is available to import into your PFM software.

Note to Quicken Users: Newer versions of Quicken, beginning with Quicken 99, were designed to accept downloaded QIF files that contain 4 digit years after 1999. Exports for older versions of Quicken are not supported.

You may be presented with one or both of the following download options:

Download Data – The Download Data button is used to download a data file that can be imported into your PFM software. Any date range you desire may be downloaded using the date range fields. You may use the Download Data function to export your account information into these formats as many times as you wish.

Update PFM - This button is used to download a data file to your PFM software that contains all data not previously downloaded with this function. All downloaded data is tagged such that if another download request is required, tagged data will not be included a second time. Using this button, the date range fields have no bearing on which files will be downloaded. Earlier downloaded files are tracked thus restricting subsequent downloads to new files only.

To export a file:

  1. Click the Export menu option, the Account Export screen appears.
  2. Choose the appropriate account from the source account drop-down menu.
  3. Select the Transaction Type to download or leave the default All Transactions to view your entire account history.
  4. Enter the date range for the data to be downloaded.
  5. Choose the data export format from the Export Format drop-down menu.
  6. Click Download Data or Update PFM. A dialog box appears prompting you to save the file, or open the file.
  7. Click Save File, then click OK. Enter a directory and filename where the system will save the downloaded file. If you are using a Mac the file is automatically downloaded to the download directory specified as your preferred directory with a filename of Quicken.qif.
  8. Click Save. The transaction data will be downloaded to the directory specified.

Note: If exporting financial information to a foreign version of PFM software, a foreign date format must be used. With the Foreign Date Exports feature, the foreign date formats will be displayed in the Export Type drop-down menu. Foreign date formats are DD/MM/YYY as opposed to the standard format of MM/DD/YYYY.

Quicken Import for Mac Users

Use the following steps if Quicken's import feature does not recognize the file you exported from Internet Banking:

    From the Mac OS Apple menu, choose Control Panels, and then choose File Exchange.
  1. On the PC Exchange tab, select qif in the PC Extension column, and then click Change.
  2. Select SimpleText (or Quicken) in the Application list, select TEXT from the File Type drop-down list, and then click Change.
  3. Restart your computer, and then import your .qif file again. If you have trouble importing the file, export your Quicken data file again to create a new .qif file, and then import the new .qif file.

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