How do I download my account history into my personal financial management software from my PC?
Online Banking allows you to download information from your Checking, Savings, and Loan accounts.
For a comma separated values (csv) file, from a desktop browser select Accounts > Account Activity from the menu. Use the search function to find the information you would like to download, and click on the "Download for Spreadsheet" link.
For a Microsoft OFX (ofx), Quicken (qfx), or Quickbooks (qbo) file, from a desktop browser go to Accounts > Download Your Activity. Select the account, date range, and type of file you would like, then click on "Download."
If you have any further questions about this, call us at 206.398.5500 or send us a message.