Download Into Microsoft Money

Did you know you can download your account activity right into Microsoft Money?

Here’s How

The “Download to Money” feature lets you select a batch of checking account transactions and create a special file that can be read by the Microsoft Money personal financial management software.

Currently supported versions: Microsoft Money 99 or newer

This procedure simply creates a file using a special format that can be read by the Money software. You must have MS Money in order to use the file created by this procedure.

Notice the “Help” link just above the instructions on the first Money download page. These will open a separate window with instructions that will remain open even after you continue to the next step in the download process. This can be helpful if you want to refer back to the instructions while you are proceeding through the download steps.