Get answers to frequently asked questions (FAQs) about USAA Money Manager. I want to download a transaction file in one of these formats OFX, QFX or QIF file does USAA support these formats as far as downloading? USAA does offer the ability to download your transactions in Quicken Format as well as Microsoft Money Format. Downloading your Account. If you require immediate support, please contact () USAA (). If you are deployed, call DEPLOY (), 24 hours a day, 7 days a week. Please be aware of community guidelines prior to posting. All comments are subject to review.
Hello,. I'd like to review all my spending from To do that, I need to download all my transaction. I had assumed that through USAA's budgeting tools, I'd be able to download a *.csv to do this, but I can only get it to show me the past 90 days or so of transactions. Seems arbitrary. Has anyone had success downloading. Get answers to frequently asked questions (FAQs) about funds transfers. If you have a question that doesn't quite fit into one of our Discuss boards or if you are unsure where to post, ask your question here in “Other”. We can help determine which category it best fits, and we may move it to that topic board.
Do you have the 'scheduled transactions' function turned on in each account? Try opening the account window then select menu, scroll down the list until you see " Projected Balance Transactions". Enable the option for "Scheduled Transactions" , then navigate back to "Accounts" page, log off then back on to USAA. I am posting this here for use by all Members. HOW TO DOWNLOAD USAA ACCOUNT ACTIVITY FOR USE BY MICROSOFT EXCEL. 1. Logon to USAA (if you haven't already). 2. Select Account (like USAA Secure Checking) 3. On the Transactions Page Click on "I Want To ".