Downloading account transactions

You can download your transactions into your preferred personal financial management or account software, including:

  • Quicken
  • QuickBooks
  • Microsoft Money
  • Simply Accounting

Other download options

Downloading your transactions to comma delimited text allows you to import them into a spreadsheet.

The download to PDF option presents a professionally laid out and formatted unofficial statement suitable for copying or mailing.

How to download transactions

  1. Log in to Online Banking.
  2. On the Account Summary page click Account Activity in the left-hand menu.
  3. Select the account you wish to download.
  4. Select the date range for the transactions you wish to download.
  5. Click Advanced Options and select the Format drop down list.
  6. Choose the software you wish to download to.
  7. Click Search to begin your download.

Note that you will receive a message that you are over-riding our Enhanced Security Feature when you download transactions. Click Continue to begin the download.

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Some notes about downloading account transactions

  • For security reasons Westminster Savvings does not support the ability to begin your download from within your software. You must log in to Online Banking yourself to use this feature.
  • Depending upon your computer your software will either be imported immediately or you will need to save the downloaded file on your computer and import the file into your software later.
  • If you are at a public computer don't forget to delete the file once you have downloaded it.
 

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