CSV (excel), OFX, QIF, pdf export Print

Created by: Christopher Le

Modified on: Sat, 22 Jul, 2023 at 11:10 AM

TABLE OF CONTENTS

IMB

Log into IMB and select ACCOUNTS
select TRANSACTION LIST
select the relevant account that you are going to export
select ADVANCED SEARCH
ensure you put in the relevant start date and end date
Scroll down to the bottom and select EXPORT VIEWED
select the relevant export file format (we generally prefer Microsoft excel, and CSV)
select DOWNLOAD and email that back to admin@ttran.com.au

Christopher is the author of this solution article.

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