Download Account Transactions

Use the feature to download the transaction summary of a selected account.

Menu path: Side Menu > Accounts > My Accounts > Account details and transactions > Download 

UX Overview

Business Process Diagram - Download Transaction Details

Download Transaction Details

On the accounts dashboard screen, click the required account from the list.

On the account details and transactions screen, click the Download icon to download the transactions. The Download Transactions screen is displayed.

Specify the following details to download the transactions:

• Pick Date Range: Click the Calendar icon  to select the From and To date range.
• Select Format: Click the list and select the format to download the transactions in the selected format. The available download formats are:
  • CSV
  • Excel
  • PDF
  • QFX
  • QBO
• Click Download to download the transactions within the selected criteria.

  Cancel the process at any time. The changes are not saved.