Get up to date account information such as your available credit, recent transactions, and payment information, or pay your credit card bill online.
This page displays your current account statement and transactions. You can also select a previous statement closing date from the drop-down menu to display summary and transaction information for that statement cycle.
Transactions can be sorted by transaction date ( Normal View ) or by Quicken® expense categories ( Expense View ).
To facilitate your record keeping, a plain copy of a statement and its transactions can be displayed for printing by clicking on the Format to Print link.
To download transactions to your computer, select a file format from the Download Transactions drop down menu. See Downloading FAQs below for more details.
Displaying Transaction Details
Click on the description of any transaction to view detailed transaction information. You can change the Expense Category (and always revert back to the original category), or enter a personal memo (up to 50 characters) to be kept with the transaction.
Tip: You could enter the word "deductible" in the Transaction Memo for every transaction that is tax deductible, and then - at tax time - use the Find Transactions feature to display your deductible transactions.
Disputing a Transaction
You can dispute a transaction by clicking on the link to display a transaction dispute form. Print the form using your browser's print process, then fill in the requested information. Sign the form and mail it to Customer Service at the address shown. Please note that notification of a disputed transaction must be received within 60 days of the closing date of the statement.
Note: Your signature on a hard copy of the form is required before we can process this dispute.
Q: What format should I use?
A: Select a .QIF format for Quicken 98 or earlier, or Quicken/Money, depending on which software application you wish to use. QIF is a flexible format for exchanging transaction information, complete with merchant addresses, memos, and category information. Downloading .QIF files will not launch your Quicken application. Save the file (using the .QIF extension), and then open it later using your application.
Use the .CSV (comma-separated text) or the .DAT (tab-separated text) to download your transactions for use with Excel or other spreadsheet and database programs.
Q: What fields are contained in the downloaded file?
A: The download file contains the following data elements:
Q: Why Does the Transaction Data Show Up On My Screen?
A: Different browsers react differently to file downloads. All Windows browsers rely to some extent on the registered file types on your system to know what to do with incoming files. Unfortunately, they occasionally misbehave on some configurations. Your browser may present a dialog asking you to save the file, or it may display the information on your screen. If it asks you to save the file, it may suggest the correct filename, or it may not.
Whether the data shows up on screen or not, the idea is to save it to disk under the correct filename. When your browser presents a File Save dialog, use the directory list to navigate to the directory where you store your statement files. Then check the suggested filename carefully. If it does not use an appropriate filename and extension, correct it before clicking the Save button.
If the browser displays the information on the screen, use the "File | Save As" menu choice, then follow the directions above.
Q: I Just Downloaded and There Are Duplicate Transactions in My Register!
A: If you download the same statement twice, or download a statement that overlaps data you have entered into your software, then you may create duplicate transactions in your register.
Unfortunately, the web server cannot prevent this from happening. If this happens to you, either discard the changes and examine the situation carefully before re-importing the data, or manually discard the duplicate items.