Get prepared for tax season! Some things have changed within our new online banking platform, so login now to familiarize yourself with the updates.
Where to find statements
If you’re opted in for e-statements:
- Select “Statements” menu item
- Select account number along top tab
- Individual statements will be listed by date
- Click blue “download” button
If you’re NOT opted in for e-statements:
- Select desired account from home page
- Click “Filters” button near search bar
- Set up filters to export debits and/or credits into Excel, which will allow you to view total transactions
Please note, prior categorization will be gone.
Instructions for Quicken & Quickbooks
- Select desired account from home page
- Click blue “Export” button
near search bar - Select file type (Quicken or Quickbooks)
Please note, prior categorization will be gone.
And, as always, if you have questions, please give us a call!