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My small, local credit union lets me download spreadsheet files (not sure if they're CSV or Excel TBH) of all my transactions, I think up to 3 years back. Pres
by ElevenLathe 4y ago
My small, local credit union lets me download spreadsheet files (not sure if they're CSV or Excel TBH) of all my transactions, I think up to 3 years back.
Presumably this is some kind of off-the-shelf software though it's white-label so I don't know how to figure out what it's called, or how to find a credit union that uses it. That said, I find such credit unions are easy to ask questions of and get satisfying answers: the people actually working there will pick up the phone, rather than farming it out to a call center states or oceans away. They will therefore probably be able tell you if they offer this functionality or not before you open an account.