Important Instructions to export your data from FinanceWorks.
After [03/24/2015], FinanceWorks will no longer be available from our online banking website and you will no longer be able to access this service.
Unless you act before the service end date, your FinanceWorks transaction history will also be removed from the application servers. The following steps will guide you through how to save your data by exporting it into a file, which can be opened in a spreadsheet like Excel.
- Log into FinanceWorks.
-Click on the tab called “Transactions”
2. From the Transactions page, be sure to select “Custom Range” to capture all of your financial data. In the date bar click and drag the ends of the white bar to expand the date range.
3. After you’ve selected a comprehensive date range in your transaction history, click the “Download” button to save your data in a file (CSV format) to be kept for later use in a spreadsheet like Excel.