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FAQs on Downloading Bill Payment Information

Do all financial institutions offer the ability to download information to personal financial software?

No, only selected financial institutions offer this service. For more information, please contact your financial institution.

Can I download report data into my personal finance software?

Yes. The information you download is compatible with many of the leading personal finance programs including Microsoft Excel®. To download a report into any of these programs, select the program you want to download into and then click Download.

After the download is complete, use your personal finance software to open and manipulate the data you've downloaded.

What file formats can I use to download data?

You can export any report into the CSV file format (for Microsoft Excel).

If I select the 'All transactions' option, what transactions will I download?

You will export all transactions that are available for the report you selected regardless of whether you downloaded them before.

If I select the 'New transactions' option, what transactions will I download?

You will export only the transactions that you have not yet downloaded. A checkmark in the last column on the right indicates the data has been previously downloaded.