EXPORTING BANK STATEMENTS

ASB BANK

Procedure to export bank statements

1. Log in to bank

2. Select “Statements”

3. Select bank account

4. Select period

5. Select Export format; which is QIF

6. Export

7. Save (file will save to “Download” folder

8. Close (refer item circled in green)

9. Select Downloads

10. Click on File name to change to period bank statement covers

11. Example of name change shown below (do not change the extension .qif)

12. Click on Save button

13. If this is your first export now is the time to open a folder where you can save all your bank exported statements

14. Click on Documents

15. Right click anywhere in the blank space next to the yellow folders

16. On the pop up click on “New”

17. On the next pop up click on “Folder”

18. A new folder will be created and you can change to Bank Exports

19. Copy your current bank export and all future bank exports into this folder from the downloads folder

20. You can copy the folder from Downloads by right clicking on it and selecting copy from the pop up

21. Then go to Documents and select the folder “Bank Exports”

22. Once opened right click and save

23. Export now complete

24. Logout