Download History in
At the launch of our online banking upgrade on July 20, 2021, customers will be limited to their previous 120 days of transaction history, or transactions dating as far back as March 22, 2021. From July 20 going forward, online banking will begin to accumulate transaction history indefinitely.
Customers will have until July 20, 2021 to retrive their history if they wish to keep additional history past March 22, 2021 for their records.
Please note that there will be no change to E-Statements at launch and this is just in reference to online transaction history. Customers are able to reference the past 18 months of E-Statement history. E-Statement history begins accumulating on the date of E-Statement enrollment.
To download transaction history:
- Customers must sign in to our full desktop online banking. Downloading transaction history cannot be done through the mobile app.
- In the upper menu near the top of the page, choose Online Banking, then Transactions, then Download. The Transactions page is also reached by clicking into any individual account. Either option will work.
- Begin by selecting the account to download history from.
- After selecting an account, Select Download Range. We suggest to choose Date Range. Online banking has up to the past two years available.
- Next, customers will choose a Download Format. Unless customers use one of the services available, a Spreadsheet (CSV) is usually the recomended option.
Format options include:
- Open Financial Exchange (OFX)
- Quicken (QFX)
- Intuit QuickBooks (QBO)
- Intuit QuickBooks (IIF)
- Personal Finance (QIF)
- Spreadsheet (CSV)
- Word Processing (TXT)
- Last, customers can Download their transaction history to a folder on their computer.
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