Online Banking - PowerPoint PPT Presentation

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  1. Online Banking Downloading Account Activity Prototype Sara Mooney LIS 5275

  2. Print Help View Statements Stop Payment on a Check Notifications Account Preferences Download Account Activity

  3. Print Help Pay Bills Make a Transfer Stop Payment on a Check Notifications Account Preferences My Accounts Payments & Transfers Payments & Transfers

  4. Print Help View Statements Stop Payment on a Check Notifications Account Preferences Direct Access Downloads ($9.95/month) My Accounts > Account Activity > Download Account Activity 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

  5. Back to Account Activity Download >>

  6. Print Help View Statements Stop Payment on a Check Notifications Account Preferences My Accounts > Account Activity > Download Account Activity 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. Print Help View Statements Stop Payment on a Check Notifications Account Preferences My Accounts > Account Activity > Download Account Activity 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. Print Help View Statements Stop Payment on a Check Notifications Account Preferences My Accounts > Account Activity > Download Account Activity 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. 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 Select download type* Select Account(s)* Date Range* Beginning date End date Select software format* Free Web Download All QuickBooks 1998, 1999, 2000 or 2001 All available transactions Microsoft Money 1998, 1999, 2000, 2001, 2002, 2003 or 2004 IIF OFX Web Connect QFX

  9. Print Help View Statements Stop Payment on a Check Notifications Account Preferences My Accounts > Account Activity > Download Account Activity 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.