Your digital banking experience is designed to be simple and customizable. This guide will help you download your Account Activity so you can import it into third-party finance software.
Steps to follow
First, you have to download your Account Activity from online banking.
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Step 1: Go to your Account Activity page.
Step 2: Select your account from the drop-down menu. Step 3: Click on Advanced Options. Step 4: Select the relevant option you want to download your transactions in (for example, “Download to Quicken” or “Download to QuickBooks”). Step 5: Click on Search. Then click on Continue. |
Once a file is generated, you can import it into your finance software (such as Quicken® and QuickBooks®). If you’re having difficulty connecting your account, please contact your finance software support directly for assistance.
Note: Since the introduction of Multi-Factor Authentication (a mandatory security feature of Vancity online and mobile app banking) the account owner may be required to enter a one-time code when accessing their Vancity accounts.
© Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license.
© Copyright © Intuit, Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.
First, you have to download your Account Activity from online banking.
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Step 1: From the homepage or your Everyday Banking portfolio, select the account you want to download transactions from. |
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Step 2: Select Download. |
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Step 3: A pop-up window will appear. Use the dropdown menus to choose the Transaction Period and Transaction Type you need. |
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Step 4: Under Download Format, scroll down and select the format that matches your third-party finance software. |
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Step 5: Click Download again. |
| Step 6: Your file will download to your device in the selected format. |
Once a file is generated, you can import it into your finance software (such as Quicken® and QuickBooks®). If you’re having difficulty connecting your account, please contact your finance software support directly for assistance.
Note: Since the introduction of Multi-Factor Authentication (a mandatory security feature of Vancity online and mobile app banking) the account owner may be required to enter a one-time code when accessing their Vancity accounts.
© Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license.
© Copyright © Intuit, Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.
