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Downloading to Money from View Accounts

Money 98, 99, 2000, 2001, 2002, 2003 and 2004

  1. On the View Accounts page, select the checkbox in the Download column next to the account from which you wish to download information.
  2. Scroll to the bottom of the page.
  3. Next to the words "Download to:", select Microsoft Money from the drop-down menu and click the "Download" button (the download default on the View Accounts page will export account activity since your last download to a maximum of the last 45 days).
  4. Microsoft Money will automatically launch and download the requested transactions.

Please note that all transactions to the close of the last business day will be exported.