Frequently Asked Questions

How do I import my personal Online Banking transactions into my Quicken software?

If you use Quicken to manage your finances, you can export your transactions into these software packages for your record-keeping and account reconciliation.

Exporting Transactions from Online Banking and Importing into Quicken software:

  1. After logging into your personal Online Banking account, click on the account that you wish to export transactions from.
  2. From the "Transactions" menu, select "Export Transactions"
  3. Select the statement cycle or dates that you wish to capture, and choose the export file format
    • .QFX for Quicken (2005+)
    • .QIF for Quicken (2004 and older)
  4. Select the "Export" button to begin your download
  5. Within your Quicken software, select the import method that is appropriate for each file type.

Please note that the .QIF file format may cause duplicate transaction entries if transaction dates overlap between what is currently entered in your management software.

Additional information: