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Online Banking Downloading Account Activity Prototype Sara Mooney LIS 5275.

Published byPreston Maxwell Modified over 8 years ago

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Presentation on theme: "Online Banking Downloading Account Activity Prototype Sara Mooney LIS 5275."— Presentation transcript:

1 Online Banking Downloading Account Activity Prototype Sara Mooney LIS 5275

2 PrintHelp View Statements Download Account Activity Stop Payment on a Check Notifications Account Preferences

3 PrintHelp Stop Payment on a Check Notifications Account Preferences Pay Bills Make a Transfer My AccountsPayments & Transfers

4 PrintHelp Notifications Account Preferences View Statements My Accounts > Account Activity > Download Account Activity Stop Payment on a Check Download account information - Select your personal financial management [PFM] software below and click “Download Activity.” Attention! Former wamu.com customers: Before you attempt to download transactions into your Quicken, Quickbooks or Microsoft Money software, please use these special instructions to help you update your software. Select download type* Select Account(s) Date Range* Beginning date End date Select software format* Direct Access Downloads ($9.95/month) Free Web Download

5 Back to Account Activity Download >>

6 PrintHelp Notifications Account Preferences View Statements My Accounts > Account Activity > Download Account Activity Stop Payment on a Check Download account information - Select your personal financial management [PFM] software below and click “Download Activity.” Attention! Former wamu.com customers: Before you attempt to download transactions into your Quicken, Quickbooks or Microsoft Money software, please use these special instructions to help you update your software. Select download type* Select Account(s)* Date Range* Beginning date End date Select software format* Free Web Download --- All Checking Savings Credit Card

7 PrintHelp Notifications Account Preferences View Statements My Accounts > Account Activity > Download Account Activity Stop Payment on a Check Download account information - Select your personal financial management [PFM] software below and click “Download Activity.” Attention! Former wamu.com customers: Before you attempt to download transactions into your Quicken, Quickbooks or Microsoft Money software, please use these special instructions to help you update your software. Select download type* Select Account(s)* Date Range* Beginning date End date Select software format* Free Web Download All All available transactions Select dates

8 PrintHelp Notifications Account Preferences View Statements My Accounts > Account Activity > Download Account Activity Stop Payment on a Check Download account information - Select your personal financial management [PFM] software below and click “Download Activity.” Attention! Former wamu.com customers: Before you attempt to download transactions into your Quicken, Quickbooks or Microsoft Money software, please use these special instructions to help you update your software. Select download type* Select Account(s)* Date Range* Beginning date End date Select software format* Free Web Download All All available transactions Quicken 2005 or newer Quicken 1998, 1999, 2000, 2001, 2002, 2003, or 2004 QuickBooks 2003 or 2004 Microsoft Money 2005 or newer Spreadsheet/Comma Separated Values (Excel or similar) CSV QIF Web Connect QBO Quicken 2002, 2003, 2004, or 2005 QuickBooks 2005 or newer QuickBooks 1998, 1999, 2000 or 2001 IIF OFX Web Connect QFX Microsoft Money 1998, 1999, 2000, 2001, 2002, 2003 or 2004

9 PrintHelp Notifications Account Preferences View Statements My Accounts > Account Activity > Download Account Activity Stop Payment on a Check Download account information - Select your personal financial management [PFM] software below and click “Download Activity.” Attention! Former wamu.com customers: Before you attempt to download transactions into your Quicken, Quickbooks or Microsoft Money software, please use these special instructions to help you update your software. Select download type* Select Account(s)* Date Range* Beginning date End date Select software format* Free Web Download All All available transactions Quicken 2005 or newer

10 Downloading…. End of usability test. Thank you.

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