Exporting Account History

Transaction history can be easily downloaded to a spreadsheet, Microsoft OFX, or to Quicken. Supported download options are as follows: xls, csv, ofx, or qfx

To Export

1. On the Account Summary Page, click on the account tile to view the transaction history for the account.

2. Then select the export icon, , located on the right to view the available options.

*If you need a specific set of transactions, you can filter your transactions based on date, amount, or even specific keywords.

3. Select the format you would like to use.

4. Depending on the browser you are using, you may be presented with a dialogue box asking where you want to save the file.

*We suggest placing it in a directory specifically for Robins Financial documents. For example, “C:\My Documents\Robins Financial\” on a Windows-based computer.

5. Select OK
6. If you are finished with Digital Banking, click the Log Off button at the bottom of the screen.
7. Now open your personal financial management software. Follow the software’s instructions for importing transaction files.