Can I download my account information to my financial management software?

Yes, you can download account information to Quicken, QuickBooks, or a spreadsheet program such as Excel.

The information can also be saved as text and exported to your favorite word processing software.

When downloading account information, save the information to a designated file folder on your computer or specify the destination required for Quicken or QuickBooks. To retrieve the saved account information, please follow the instructions on your software application (Quicken, QuickBooks, etc.).

To download transaction information: 

  1. Log in to Online Banking
  2. Select My NetTeller
  3. Select Transactions then Select Download

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