Exporting Transactions

  1. On the accounts summary page, select Account or Share Options.

  2. Select Export Transactions.

    The Export Transactions dialog box appears.

  3. Select an Account, a Beginning and Ending date, and the Software into which you want to export.

  4. Select Export.

Related tasks
Viewing Transactions
Transferring Funds
Editing Friendly Names
Related Information
Account or Share Options
Alerts