You can export up to 15 months of transaction history for your accounts. For older transactions, refer to your account statements.
To export as a CSV or PDF file for a single account:
- Go to Accounts > Transaction History
- Select an Account from the drop down
- Select a date range under Transaction Search > Search
- Select an Export Format
- Click Export Transactions
It will take a few minutes to generate the export file, then you can:
- Refresh > View Report to download
To export as a BAI2, QIF or PDF file for one or more accounts:
- Go to File Transfer > Export
- Click Request Transaction History File
- Select the accounts under Available for Export
- Set a date range under Select Processing Date
- Choose a File Format
- Click Request File
It will take a few minutes to generate the export file, then you can:
- Refresh > View Report to download
To access a file you’ve already exported:
- Go to File Transfer > Export
- Select the File Name to download
