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.

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.

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.

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.

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.

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.