Fidelity Bank Personal Online Banking User Guide

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Accounts Download Transactions

Easily download transaction lists. • Comma Separated File (.csv): You can download account information to your desktop as a comma-delimited file or comma-separated value (CSV) file and import it into Microsoft Excel and most other spreadsheet programs on Windows or Mac. • Quicken (.qif): This method allows you to download account information to your desktop as a Quicken supported file.

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On the Account Summary page, click the “Download Transactions” link. 1. Use the drop-down to select a transaction date. 2. Use the drop-down to select a transaction type. 3. Use the drop-down to select an export format. 4. Check the box next to the account(s) you would like to download transactions for. 5. Click the Download button.

Accounts: Download Transactions