How to Export Data
Your transactions can be exported from this service and imported into the following Personal Financial Management (PFM) software packages:
  • Microsoft Money for Windows: versions 2000 and higher.
  • Quicken Direct Connect: Versions 2006-2008.

How to Launch Money or Quicken
Internet Explorer Users: How to Export Data
Quicken and Money File Formats
One-time Modification to PC Settings - for Quicken Users
Troubleshooting Export Issues
One-time Modification to PC Settings - for Money Users
   

Internet Explorer Users: How to Export Data

The following instructions are for exporting data that will be imported into Quicken or Money.
  1. From the Accounts tab, choose Account Information or Online Activity.
  2. From either the Account Information or Online Activity screen, select the account and date range that you would like to export.
  3. Use the "Export to" pull-down menu to export the data to Quicken or Money. (Note: Money does not currently support importing Online Activity transactions.)
  4. When exporting, a "File Download" message will appear. The message will say, "What would you like to do with this file?" You will have two options. Choose "Save this file to disk."
  5. Click OK.
  6. A Save As box will be displayed. Clear the existing filename from the Filename field and type in your file name.
  7. In the Save as type field, Quicken users will select Quicken QIF Data File and Money users will select OFC Data File. (If the respective selection is not available, please see the instructions below for the one-time modification to PC settings.)
  8. Click Save to save the file.
  9. Proceed to open Quicken or Money and follow the respective instructions for importing files.

IMPORTANT! If you have exported a file that Quicken or Money does not recognize, please see the instructions for One-time Modification to PC Settings - for Quicken Users or One-time Modification to PC Settings - for Money Users. After you have made the modification, you will need to re-perform the steps above for exporting the data.

One-time Modification to PC Settings - for Quicken Users

This one-time modification may be necessary for exporting data that will be imported into Quicken.
  1. Double-click the My Computer icon located on the desktop.
  2. On the View menu, click Folder Options or Options (the selection depends on the Windows operating system you are using) and then click the File Types tab.
  3. Scroll down the list of Registered File Types checking for Quicken QIF data file.
  4. If you do not find QIF in the list of registered file types, do the following:
    1. Click on New Type.
    2. Enter Quicken QIF data file in the "Description of type" field.
    3. Enter qif in the "Associate extension" field and in the "Default Extension for Content Type" field.
    4. Enter text/x-qif in the "Content_Type(MIME)" field.
    5. Click OK, and then click OK again.

One-time Modification to PC Settings - for Money Users

This one-time modification may be necessary for exporting data that will be imported into Money.
  1. Double-click the My Computer icon located on the desktop.
  2. On the View menu, click Folder Options or Options (the selection depends on the Windows operating system you are using) and then click the File Types tab.
  3. Scroll down the list of Registered File Types checking for OFC.
  4. If you do not find OFC in the list of registered file types, do the following:
    1. Click on New Type.
    2. Enter Money OFC data file in the "Description of type" field.
    3. Enter ofc in the "Associate extension" field and in the "Default Extension for Content Type" field.
    4. Enter text/x-ofc in the "Content_Type(MIME)" field.
    5. Click OK, and then click OK again.

How to Launch Money or Quicken

You can configure your PC and Web browser to dynamically launch Money or Quicken when you click Export Data. The procedures for this vary with different versions of operating systems, Web browsers, and Personal Financial Management (PFM) software. Consult the help features of your particular system and software in addition to these instructions.

Quicken and Money File Formats

QIF is a special file format created by Intuit. You can export both statement information and records of transactions that you completed online and save the data on your computer in this file format. Then you can import the file into Intuit's Quicken or Microsoft Money.

OFC is a special file format created by Microsoft. You can export statement information and save it on your computer in this format. Then you can import the file into Microsoft Money.

Troubleshooting Export Issues

Microsoft Money users exporting files may receive a "corrupt data file" error message upon completion of the export. The file is not corrupt and the user may proceed with activities. Quicken users that also have Microsoft Money installed on the computer (may be bundled in MS Office) may experience events caused by the Microsoft Money application automatically launching during an export and attempting to override the Quicken file format. Quicken users should uninstall or remove the MS Money application to resolve this problem.