Download Transactions
The Download Transactions page is used to download transactions to your local computer for use in other applications, such as Microsoft Excel® and Quicken.
You can access the Download Transactions page by clicking Download
Transactions on the Notes menu.
- Click the Notes tab.
Result: The Notes menu is displayed.
- Click the Download
Transactions menu item.
Result: The Download Transactions page is displayed.
- Select the note for which you want to download transactions.
- Enter a From date and a To date to specify the date range of the transactions you want to download.
- Select the file format
type.
- Quicken Software. Downloads the transactions to your local computer. Follow the prompts to launch the application and save the file.
- CSV. Downloads the transactions to your local computer as a comma separated values file format for use in spreadsheet programs. For PC users, the comma separated values file format can be used with any spreadsheet program. For Mac users, this file format can only be used with the Microsoft Excel spreadsheet program.
- Click Download
Transactions.
Result: The download file is created in the format specified and a File Download dialog message is displayed giving you the option to either open the file or save it to your computer.
Parent topic: Downloads