Skip to main content

Digital Did You Know? Export Your Transaction History from Online Banking

Date: November 13, 2024
Category:

At Wright-Patt Credit Union (WPCU), we want to provide you with tips and insights about our digital tools so that you get the most value out of them.

Did you know that you are able to export the previous 12 months of your transaction history from Online Banking? This can be used for tax purposes and exported as an Excel file, or straight into Quicken or QuickBooks. This means that in 2025, when you're working on your 2024 taxes, you won't be able to export transaction data from early 2024​. If your plan is to export your transaction history to a spreadsheet for easy sorting and for your Tax Preparer, this is a friendly reminder to do so before the end of the year.

Please note: The data is still available through your online statements.

screenshot of accessing the export feature in Online Banking​​​To export your transaction history:
  1. Simply log in to Online Banking, visit My Accounts and then Account History. 
  2. Set the dates of the transaction history you'd like an export of (up to 12 previous months)
  3. Then you'll be able to export your transaction history to a spreadsheet by selecting the button labeled “Export." 

Keep an eye out for additional insights, tips and updates about our Digital Services and Money Management tools to help you achieve financial flexibility and freedom. 


​