1. Computing
Shelley Elmblad

3 Steps to Download Transactions

By May 15, 2012

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Not everyone is comfortable with using the automatic transaction downloads that most online personal finance apps offer, but, entering all transactions manuallyFinancial software usually exports account data for use with other software. is time consuming.  A good option that falls between auto-updates and entering data yourself is to import transactions from your bank and other financial institutions to the online software. This is a two part process: first you download selected transactions to your hard drive, and then import to the software.

3 Easy Steps to Download Transactions is a short tutorial with sample images that you can use as a guide to export transactions online from financial accounts before you import the transactions into your software.

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