SEE Finance Help

Index

Downloading Statements

To Download a Statement:

1. Select the Statements View of the account you want to download the statement for by clicking the "Statements" button on the right of the top bar.
2. Either use the Menu Bar and select "Accounts" then "Download Statement" OR click the "+" button under the statements table and select "Download Statement" from the "Create New Statement" window.
3. Fill in the "Download Statement" window fields and click "OK".
4. Next the OFX import window will raise and show the transactions downloaded for this statement.
   ***Make sure to check the checkbox in the Import column to import these transactions into the new statement.***
5. Select the "Import" button and you're done!

Notes:

• The statement will not be created if there are not any transactions downloaded.
• If you do not elect to save your user info in Apple's Keychain you will have to enter your user name, password and account ID (account number) for each account every time you want to download transactions.