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Online Banking Downloading Account Activity Prototype Sara Mooney LIS 5275

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Online Banking. Downloading Account Activity Prototype. Sara Mooney LIS 5275. Print. Help. View Statements. Stop Payment on a Check. Notifications. Account Preferences. Download Account Activity. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Online Banking

Online Banking

Downloading Account Activity

Prototype

Sara MooneyLIS 5275

Page 2: Online Banking

Print Help

View Statements

Download Account

Activity

Stop Payment on a Check

Notifications

Account Preferences

Page 3: Online Banking

Print Help

Stop Payment on a Check

Notifications

Account Preferences

Pay Bills

Make a Transfer

My Accounts Payments & Transfers

Payments & Transfers

Page 4: Online Banking

Print Help

Notifications

Account Preferences

View StatementsMy Accounts > Account Activity > Download Account Activity

Stop Payment on a CheckDownload 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

Page 5: Online Banking

Back to Account Activity Download >>

Page 6: Online Banking

Print Help

Notifications

Account Preferences

View StatementsMy Accounts > Account Activity > Download Account Activity

Stop Payment on a CheckDownload 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

Page 7: Online Banking

Print Help

Notifications

Account Preferences

View StatementsMy Accounts > Account Activity > Download Account Activity

Stop Payment on a CheckDownload 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

Page 8: Online Banking

Print Help

Notifications

Account Preferences

View StatementsMy Accounts > Account Activity > Download Account Activity

Stop Payment on a CheckDownload 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

Page 9: Online Banking

Print Help

Notifications

Account Preferences

View StatementsMy Accounts > Account Activity > Download Account Activity

Stop Payment on a CheckDownload 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

Page 10: Online Banking

Downloading….

End of usability test.

Thank you.