3 Easy Steps to Download Transactions

If given the option to choose the location to save the exported file to, use the file path suits you or just save the file to your desktop. Once the downloaded export file is imported into your financial software, the export file should be deleted. Your browser probably has a default location to save files to on your computer, usually this is in a folder called Download, but check your browser options to verify the location.

Click on the Download button, allow the exported data to be saved and you have successfully exported and downloaded transactions for use in your personal finance software. Now you need to import the data into your software. If a tutorial for importing data into your financial software is not listed below, search the software Help (usually located at the top) to learn how to import data.