First Republic Banking Online enables you to save your account information in a file that you can then use in another computer program.This feature is especially handy if you use personal finance management software such as Intuit’s Quicken, QuickBooks or Microsoft Money.To use this feature, start by clicking the Export link from any page.

Select the account here.

Define the date range for the export file.

Select the file format that your software requires. The choices are OFX for Money and QFX for Quicken, QIF for older versions of Quicken, QBO for QuickBooks, and CSV for spreadsheets and databases. Please note that Intuit may no longer support QIF downloads for the older versions of Quicken.

Click Download Data to save the exported information.You may download data with any date range as often as you want. Click Update PFM to load the data directly into your personal finance management program. Previously downloaded data is tagged and with each update, only subsequent transactions are downloaded.