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Online Banking Tip of the Day: Export a File of Account Transactions

February 3, 2014

Did you know in the Online Banking Center you can export a file of account transactions?  This feature is perfect if you want your transaction information in a different file format, such as a spreadsheet, to use with other programs.
How:  When viewing an account’s register, press ‘Search’ to view the ‘Search Criteria’ drop-down list.  Select and enter the criteria to use for the file to be exported.  In the register toolbar, press ‘Display’ to view the ‘Output Options’ drop-down list, choose ‘Export to File’, select the file format you want from the drop-down list to the right of ‘Export’, and then press ‘Submit’.

Related Tips:
Search For All Direct Deposits From Work
Search an Account for a Range of Dates
Search for a Series of Checks
List All Available History for an Account

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