How do I download bank statements from my bank?


Unfortunately, with the number of different banks that exist, and the fact that they often update how things work, we’re unable to provide specific steps on how to download your bank statements for a particular bank.  Generally speaking, you need to look for somewhere within your bank’s online banking platform that allows you to export your transactions.  For Cashbook, you need to export your transactions as a “QIF” (Quicken Interchange Format) type of file.

If you’re unsure or need specific instructions, please contact your bank for details.  This video tutorial may also be of help.