Account History Download

For the convenience of our customers, Security First National Bank offers the ability to digitally download account history information in a variety of formats that easily integrate into most of the popular personal finance and bookkeeping software programs available today.

From the primary Accounts screen of your online banking, you can navigate to the Account History screen by selecting one of your accounts, and choosing the History/Download option from the dropdown boxes located near the top of the page. You can also select View History from the Actions dropdown button for the account desired.

When you have reached the Account History screen, you will see the input form used to build your history report. One of the options on the input form is Download format, which allows you to select the output format you need.

  • Quickbooks® WebConnect -- WebConnect technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register.

  • Quicken (QIF) -- The Quicken Interchange Format (QIF) format is a plain text format designed for transferring financial information to and from financial institutions. It stores a user's account data in a standard text format, which can be downloaded from the Internet and imported into Quicken and other financial programs.
    • Intuit Quicken
    • Microsoft Money
    • Corel Quattro Pro
  • Microsoft Money Active Statement -- An Active Statement is a file in the OFX (Open Financial Exchange) or OFC (Open Financial Connectivity) format. These files contain transaction information that Microsoft Money can automatically import from a financial institution's Web site.
    Note The OFC format is no longer supported in Money 2005 and newer versions of Money.
    • Microsoft Money
    • Reilly Technologies Moneydance
  • Microsoft Money OFX -- Financial data format standardized by Intuit, Microsoft, and CheckFree in 1997; created as an open format for transferring financial data between multiple systems over the Internet; formatted using an SGML specification that can be used by any financial institution or vendor.
    • Microsoft Money
    • Intuit Quicken
    • Reilly Technologies Moneydance
  • Fixed Length Check --  A fixed width text file is a file that has a specific format which allows for the saving of textual information/data in an organized fashion.
    • Microsoft Excel
    • Corel Quattro Pro
    • Apache OpenOffice
  • Comma Seperated -- A comma-separated values (CSV) file stores tabular data (numbers and text) in plain text. Each line of the file is a data record. Each record consists of one or more fields, separated by commas.
    • Microsoft Excel
    • Corel Quattro Pro
    • Apache OpenOffice
  • Tab Seperated -- Each field value of a record is separated from the next by a tab stop character – it is a form of the more general delimiter-separated values format. TSV is a simple file format that is widely supported, so it is often used to move tabular data between different computer programs that support the format.
    • Microsoft Excel
    • Corel Quattro Pro
    • Apache OpenOffice

Disclosure

The information on this web page is for informational purposes and is not intended as an endorsement of any particular software manufacturer or program. If you have any further questions, feel free to contact us at 580-326-9641 during regular business hours.