Downloading Transaction History

How to download transaction history in Digital Banking

• Log in into Community 1st Credit Union's digital banking
• Once your credentials have been accepted, you'll be directed to your account page. Click on the account that has the transactions you want to download. 
• This will open up the transaction details of your account. Next to the search bar at the top of the page, you'll see an icon marked "Filters." Click on this to open up a box to set your filters.  For tax and accounting purposes, you'll want to go to the Time Period box, select "Custom Date," and set dates for the transactions you want. You can set other filters, too, such as transaction type, description, min/max amounts, and check numbers.   When you're finished setting your parameters, click "Apply Filters." 
   

• Next to the filter box to the right, you'll see three icons. Click on the arrow icon.  
• A drop-down menu will appear, and from here, you can choose the file format to save your transactions: spreadsheet (.xls), spreadsheet (.csv), Microsoft OFX (.ofx), Quicken (.qfx), or QuickBooks (.qbo). Click on the file format required by your accounting or tax software program. 
• Clicking on the file format will begin the download process to your computer. 
• Rename your downloaded file and move it to your tax or accounting file folder, where it's now ready to export into your software program. 
• Keep in mind the latest versions of Quicken, QuickBooks, and TurboTax, along with cloud-based budget trackers like Mint and Clarity Money, can connect automatically to your accounts and download transactions as they occur; check your software documentation or the app's help page for instructions.