FAQs on Downloading Bill Payment Information
Do all financial institutions offer the ability to download
information to personal financial software?
How can I download information into my personal financial software?
What file formats can I use to download data?
If I select the 'All transactions' option, what transactions will I download?
If I select the 'New transactions' option, what transactions will I download?
How can I download information into my personal financial software?
What file formats can I use to download data?
If I select the 'All transactions' option, what transactions will I download?
If I select the 'New transactions' option, what transactions will I download?
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).