Directions for Quicken, Microsoft Money, Quickbooks
To Display Account History Information:
- Log into Advantagenet.
- On the home page of your Advantagenet Account, locate your account information and select the type of account (Shares, Checking, etc.) listed below in the Account Summary box.
- Below the Detail Information box there will be 2 drop down boxes next to the Display. Select an option from the drop down boxes by clicking the arrow.
- All transactions drop down box.
- Last 7 Days displayed drop down box. If you would like to display additional transactions prior to the Last 7 Days, select another option from the drop down box. Or to customize your date range, select Show Date Range.
To Export Information:
- Follow Display Account History Information steps.
- Select Personal Finance Software (Quicken, Money, Quickbooks) type from drop down box shown above your Account History table.
- Select Download.
- Select Save when File Download box appears.
- Save to desired location on computer.