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 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. However, did you know that it's only available for the previous 12 months? This means come tax time 2022, you won't be able to export transaction data from early 2021. 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.
To export your transaction history, simply log in to Online Banking and visit My Accounts and then Account History. 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.