Change the website address if necessary, and then click ‘Record Statement Download’.
The Firefox Uploader opens a new tab and loads your financial institution’s website. Navigating through your financial institution’s website, find and download your account information in ofx, qfx, qif, or .ofc formats. If you have a choice, choose the .ofx (or ‘Active Statement’) format, it has the most information. The Firefox Uploader shows that a download is in progress.
Get step-by-step directions, 60 KB PDF
for getting your bank statement from USAA, Citibank, Chase, Wachovia, CapitalOne, and Bank of America.
If QIF is the only format your bank offers, you’ll need to provide additional information to the Firefox Uploader – last four digits of the bank account and the account balance.
Click ‘Upload to Wesabe’ to continue, or click ‘Cancel’.
Log out of your financial institution’s website. This is important for keeping your account private and secure.
Click ‘I’m Finished’ and confirm that you have logged out.
You can now select ‘Play It’ to verify the steps you just made or select ‘Save It’ to continue otherwise.
If you click ‘Play It’ a list will appear and your steps will play back while you watch. When the playback has finished, click ‘Save It’ to continue.
Choose an name, such as ‘Wells Fargo’, to save this recording.
Click ‘Close’ to close the sidebar.