Frequently-Asked Questions : Transactions
Export Transactions
You can export your transactions by scrolling to the bottom of the list of transactions and selecting the Export button. You can download a comma-separated value file (CSV), a file formatted for Microsoft Money, or a file formatted for Quicken.
- Selecting the Export button causes the Export Transactions screen to display.
- You can select the download version type in the Format dropdown box.
- Selecting Cancel will close the Export Transactions screen without downloading any files.
- Selecting Save will initiate the file download in the selected file format.