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1
First, select the desired output method for the report. Choose either
Screen
(HTML),
BAI2
file (account processing application),
CSV
file (for spreadsheet programs),
CSV
file - all fields (for spreadsheet programs),
(can be saved or printed),
QIF
file
(Quicken Interchange Formatted file),
QuickBooks
®
file, or a
Quicken
®
file.
2
Select the type of account from which to search activity and balances. Click
Go
.
3
Select the desired account.
Reports: Deposit Account Reporting
Activity and Balances
Conduct a search for account activity and balances by entering specific criteria.
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Up to 18 months of data are available.