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How do I download my account information to a financial software program in EasyWeb?

Download account information

Your account information is downloadable from EasyWeb if you have a financial software program.  EasyWeb will export to Intuit Quicken/QuickBooks, Simply Accounting, Microsoft Money, and spreadsheet software in .CSV format. There is no additional charge to export your account history from EasyWeb to your financial software.

After you log in to EasyWeb:

  1. Select Accounts from the left navigation menu
  2. On the View Accounts page, select the checkbox(es) in the Download column next to the account(s) from which you wish to download information.    
  3. Scroll to the bottom of the page.    
  4. Next to the button called "Download", select your desired Download Format from the drop-down menu and click the "Setup" or "Download" button (the download default on the Accounts page will export account activity since your last download to a maximum of the last 45 days).

 

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