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Export or Download Transaction History

Use this article to export or download transaction history from a Peak Credit Union account in Digital Banking.

Transaction exports can be useful for:

  • Budgeting and personal financial management
  • Tax preparation
  • Recordkeeping
  • Importing transactions into financial software
  • Reviewing account activity

How to Export Transaction History

  1. Log in to Digital Banking.
  2. Select the account you'd like to export transactions from.
  3. Above the transaction list, select the Export icon.
  4. Choose your preferred file format:
    • Spreadsheet (.xls)
    • Spreadsheet (.csv)
    • Microsoft OFX (.ofx)
    • QuickBooks (.qbo)
    • Quicken (.qfx)
  5. The file will automatically download to your device.

Once downloaded, you can open the file using compatible software or save it for your records.

Available Export Formats

Spreadsheet (.xls)

Best for:

  • Microsoft Excel
  • General recordkeeping
  • Sorting and filtering transactions

Spreadsheet (.csv)

Best for:

  • Spreadsheets
  • Budgeting tools
  • Importing transaction data into other programs

Microsoft OFX (.ofx)

Best for:

  • Financial management software that supports OFX files

QuickBooks (.qbo)

Best for:

  • Importing transactions into QuickBooks

Quicken (.qfx)

Best for:

  • Importing transactions into Quicken

Frequently Asked Questions

Where is my downloaded file saved?

  • Most devices automatically save downloaded files to the Downloads folder unless you've selected a different location.

Can I export transactions from multiple accounts?

  • Yes. Export each account separately by selecting the account before choosing the export option.

Why don't I see the Export icon?

  • Make sure you've selected an account and are viewing the transaction history. If the Export icon still isn't available, try refreshing Digital Banking or logging out and back in.

What file format should I choose?

  • Choose the format that works best with the software you're using:

If you're using: Select:
Microsoft Excel .xls or .csv
Quickbooks .qbo
Quicken .qfx
Other spreadsheet programs .csv

Need More Help?

Ranger is available 24/7 through website chat to answer questions and help you find information.

Live chat with a Peak representative is available during business hours:

  • Monday-Friday: 8:00 a.m. - 6:00 p.m. PT
  • Saturday: 9:30 a.m. - 2:00 p.m. PT
  • Excluding holidays

If you have questions about exporting transaction history, transaction files, supported file formats, or downloading transactions for Quicken®, QuickBooks®, Excel®, or other financial software, start a chat with Ranger or connect with a live representative during available chat hours.

Prefer to call? Contact us at (800) 258-3115.