How do I import my account activity into a third party finance software (such as Quicken® and QuickBooks®)?
First, you have to download your Account Activity from online banking.
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Step 1: Go to your Account Acitivity 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. Step 5: Click on Search. Then finally, 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.
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