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Online Banking Tip of the Day: Create an Account Register Spreadsheet

November 5, 2012

Did you know you can create a spreadsheet of the account register in the Online Banking Center?
How:  First adjust the account register to display the transactions that you would like to export into a spreadsheet.  Once you are ready to create a spreadsheet from the displayed account register select ‘Display’ and change to ‘Export to File’.  Now select a file type (ie. Spreadsheet (xls)) and click ‘Submit’ to export the account register into a spreadsheet.

Related Tips:
Search a Range of Amounts
Account Activity for the Month in a Spreadsheet
Exporting your transaction data for use with other programs
Temporarily Change How Many Transactions are Displayed
View Transactions from a Range of Dates in the Order of Oldest to Newest

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day