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How do I download my account information to a financial software program in EasyWeb?
Download account information
Your account information is downloadable from EasyWeb if you have a financial software program. EasyWeb will export to Intuit Quicken, Intuit QuickBooks, Spreadsheet (CSV) or Simply Accounting. There is no additional charge to export your account history from EasyWeb to your financial software.
After you log in to EasyWeb:
- On the My Accounts page, click the down arrow next to the Personal/Business toggle which will open the Download Transactions screen.
- On the Download Transactions screen, select the format type.
- Then select the checkbox(es) in the account(s) from which you wish to download information.
- When you are finished with your selections, click the "Download" button (transaction account activity since your last download to a maximum of the last 45 days will be downloaded).
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.