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For online budgeting purposes – download / upload your Prevail Bank statements

For online budgeting purposes – download / upload your Prevail Bank statements

Did you know you can download your Prevail Bank statements and upload them to Quicken, Quickbooks, or your own budgeting tool?  It’s so fast! No more manual entry.

Within Online Banking, simply go to the account you would like to view, click Download, select the statement, transactions, or date range you would like to download, select the file type and hit Download Transactions. Once you have the data downloaded, simply import the file into your Quicken, QuickBooks or favorite budgeting tool.

Prevail Bank makes it easy to manage and understand your finances, take advantage of this useful feature today. Learn more about the features we offer within Online Banking in the video and interactive click-thru tutorial below! For additional assistance in downloading your statements, please call our support team at 800.205.0914.

Online Banking Video Tutorial

    
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