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FAQs: Exporting Transaction Data

 

Are there any charges associated with downloading my transaction data from Online Banking?

No, the download feature is free of charge.

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Into which software packages can I download a data file?

You can download transaction data from Online Banking into Quicken™, Microsoft Money™ and Microsoft Excel™ (CSV file format) .

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Which versions of Quicken™ and Microsoft Money™ must I have to download a data file?

To assure the best results, we recommend that you have the newest versions of either program. Intuit drops online downloading support from their software once it is "three versions" old.

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Where do I go to download my transaction file?

There are two ways to get your transaction data. By far, the easiest way is to use the OFX features of either Money or Quicken. You can also manually download and import a QIF file into the software, but this option has been dropped from Quicken software (starting with the 2005 version). Money still offers the option to manually import a file.

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Should I backup my data before using the export feature?

Yes, whenever you use the export/import feature, first make a backup copy of your file. If the import results are not acceptable, you can always restore the original file.

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I am a Quicken™ user ... how do I go about downloading a data file from Online Banking?

We recommend using OFX for online access. Use our online tutorial which features step-by-step instructions.

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I am a Microsoft Money™ user ... how do I go about downloading a data file from Online Banking?

We recommend using OFX for online access. Use our online tutorial which features step-by-step instructions.

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What transaction data can I expect to see imported into Money™ and Quicken™?

Generally,  you will see transaction dates, descriptions, check numbers (where applicable), and dollar amounts.

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When I use the download function, my transaction information is displayed in my browser.  Why?  What do I do?

This means that your browser does not recognize the Quicken™ (.qif) or Money™ (.ofc) files.  If this happens, return to the "Download Transactions" window.  From this window, scroll down and you will see instructions for setting up your browser to recognize these file types.

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When I download my transactions, will my transactions be double-posted?

Not if you use OFX! With the older manual download, it is possible. If you are using the recommended version of Microsoft Money™, you will be prompted before the program will duplicate a transaction entry.  Quicken™, however, does not have this feature and you may have some entries that are duplicated.  Two good rules of thumb when manually exporting are:

  • Use the date range to control the amount of data you download to minimize the possibility of duplicating transaction history
  • Always make a backup copy of your existing file before you import a new file into your program (Money™ or Quicken™). If the import results are not acceptable, you can always restore the original file

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Why do I get the message, "Account history not available.  Please contact your financial institution for details"?

Online Banking will only export a line of transaction data once when using OFX, or when exporting manually using the "All new transactions" export option.  If you get this message, this means that there is no new data to be exported. You can, however, use the "Date Range" option to manually export the data you need from the available transactions.

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How many days worth of data is available for me to download?

Only those transactions listed in the account history screen are available—and that typically includes approximately six months of transactions. There may be more (or fewer) days available, depending upon the transaction volume of your account. The secret to having complete information is to download often.  A good rule of thumb is to download data at least once every month, but how frequently you choose to download data will depend on the volume of the activity on your account.

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