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Downloading to Microsoft Money

After receiving your Account Activity, perform the following:

  1. On the Account Activity page, select the requested time period (Last 10 days, 31 days or 5 previous months in one month sections) that you would like to download.
  2. Scroll down to the bottom of the page.
  3. Select Microsoft Money from the drop-down menu next to the words "Download to:" and then click the "Download" button.
  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 downloaded.