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How do I download transactions?

You can download the transaction information being displayed on the screen. Use the monthly transaction summary or search for transactions and then follow the steps below.

  1. Select Download
  2. Select the format you require, .CSV, .QIF or OFX
  3. Select Download

 

Depending on your Windows version you may then have the option.

  • Open – will open the file, usually in Microsoft Excel or similar software
  • Save – allows you to save the file to your hard disk or local storage i.e. memory stick
  • Cancel – this will stop the download of the transaction information and nothing will be stored on your computer

Or you may be able to open the file without having to select one of the above options

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