Q. Can I export to Quicken? A. Yes, the system supports downloads to current versions of Quicken. Q. How do I download or export my Financial Data? A. Use the Export menu option to download the account history for any of your selected accounts. Use this feature for transferring account information to personal finance software such as MicroSoft Money or Quicken, or to build spreadsheets or databases of your transactions. When you select the download option from the Account Export page, you will be asked to choose the download type (the format you would like to receive your download in). You can download information from your Online Banking accounts in several different formats. Choose the one that best suits your needs: QIF – Is the ‘generic’ file format that can be read and imported by both MS Money and Quicken. Comma Delimited – Use when importing into word processing documents or databases. Excel – Download into the familiar Microsoft Office spreadsheet by choosing the CSV Option and clicking the Export button. Click on Open and the file will automatically open in Excel. Save it as an Excel worksheet to work on the data in a spreadsheet. Most difficulties arise from not having a file type associated with this download. When the file type is not recognized, the file is typically saved in a *.html or *.txt format. You can correct this by defining your Quicken or MS Money application to handle *.qif files. To download in QIF Press the QIF Format Export button and you will receive a download prompt. The screen will vary depending on the browser you choose. Choose the SAVE option and save the file to your computer. IMPORTANT: Be sure to type in a .qif extension after the filename. IMPORTANT NOTE: When importing a .qif file, you must be careful selecting the date range. If two imported .qif files have overlapping dates, the account record will contain duplicate transaction records. TO IMPORT A .QIF FILE INTO MS MONEY: Click on the File menu. Select the Import… option. Press the Import button. You can now choose to either backup your Money file or proceed with the .qif import without backing up your files. TO IMPORT A .QIF FILE INTO QUICKEN: Click on the File menu Select Import. Select QIF File In the pop-up box, enter the location and filename of the .qif file to be imported or use the browse files option to find it. Select the Quicken Account you wish to apply the import to and press OK. Highlight the new entries you wish to accept into the Account or choose ‘Accept All’ if you would like to accept all entries. Remember, be careful not to accept duplicate entries. You can control the date range of transactions being entered by tailoring your download request to a specific range. Downloading as a comma delimited file Download your information as a comma delimited file to save it to word processing and database applications. Choose ‘CSV’ from the downloading choices and press ‘Export.’ Choose ‘Open’ to work with the file now, or ‘Save’ to save it and work with the information later. NOTE: be sure to give the filename an extension. Save as a .doc or .txt file to save it to a word processor. If you click ‘Open’ you will need to assign an application to open the file, such as a text editor or word processor. Downloading as an Excel file Download your information as an Excel file in order to save it and work with the data in an Excel spreadsheet. In Internet Explorer, your file will open in an Excel-enabled web viewer. NOTE: The default view does not show gridlines, or extensive formatting. You can save the file as an Excel worksheet (.xls) and open the saved file in Excel to change settings, sort format, chart or edit the data.