Download Account History

The following tutorial explains how to download your account information to 3rd party money management software such as Quicken and Quickbooks.

After signing into Online Banking, click on the account you wish to download account history for. Once in the account, click the “Download” button as shown below.

Online Banking screenshot

Select the file format and date range of history to download and then click “Download Now”.

Online Banking 3

This will automatically open your chosen File format and download your requested data.

Import the downloaded file into your third party money management application and your Online Banking Data will now be available. 

Bethpage does not support these third party products, however the following links contain helpful information for getting third party application support.

 

Microsoft Money - http://support.microsoft.com/ph/870

QuickBooks - http://support.quickbooks.intuit.com/Support/Articles/INF12758

Quicken - http://quicken.intuit.com/support/