Can I download or export transactions?

Export transactions from Accounts by selecting the specific account you want to export. At the top of the list of transactions, you will see a print symbol and an export transactons symbol. You can export transactions in the following formats: Comma separate values (CSV); Open Financial Exchange (QFX); Quicken WebConnect (QFX); Quickbooks (QBO).

Here are the instruction using Quicken on a Mac.

Here are the instructions using Quicken in Windows.