Take a Tour: Downloading Transactions

After you have set up Online Banking you are ready to download transactions.

Sample Downloading Transactions Screen 1
There are two ways to get to the Online Banking Center to download account transactions. These options are only available after an account is set up for Online Banking.

From the option bar select Online Banking.


From the tool bar select Banking, Online Banking and then Online Banking Center.
Sample Downloading Transactions Screen 2
This will open the Online Banking Center screen. To download transactions:

Select the appropriate financial institution.

Put a check mark next to all accounts you wish to Download Bank Data from.

Choose Send/Receive and follow instructions to download transactions.

Select a statement/statements from this list that you wish to have downloaded into your register.

Click the View button to view your register and review your downloaded transaction