End users can use this process to
export their transaction data from Banno Online to an external file.
-
Choose an option to begin.
- Go to the Dashboard screen, and select the
relevant account from the Accounts section.
- From the main Banno Online menu, select Accounts, and then
select the relevant account.
-
Select
to the left of the print icon in the Transactions section.
-
Select the desired value for the Date range field.
-
Select the desired File type.
Available file types include:
- Open Financial Exchange (OFX)
- Spreadsheet (CSV)
- Quicken® (QFX)
- QuickBooks® (QBO)
- Text file (TXT)
-
Select Download.
The file downloads.
