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TUTORIAL


Lesson 5 - Sharing Information with Your Personal Financial Software

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Exporting transactions to your personal financial software enables you to use the reporting and graphic capabilities of that software. Transactions are formatted in the QIF (Quicken Interchange File) format.

Before you export transactions, you should import categories from your personal financial software so that the categories on your Internet banking account match.

Click Reports on the button bar to display the Reports screen.

 

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