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:
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: