Obtain technical support when using AccèsD or additional information (transaction security, display problems, statements, problems accessing the site because of equipment, etc.)
1-877-722-2343 (option 4)
During business hours
Outside business hours
Warning: Software programs to be downloaded are not hosted by acadie.com , but by their respective manufacturers.
Statements of transactions may be downloaded in delimited text format (CSV) and imported into your favourite program.
The information available varies according to account type. The following table shows the format of information according to account type.
Caisse, Folio, PCA, Date, Sequence, Description, Cheque, Withdrawal, Deposit, , , , , Balance |
Caisse, Folio, RS, Date, Sequence, Description, , Withdrawal, Deposit, , , , , Balance |
Caisse, Folio, TS, Date, Sequence, Description, , Withdrawal, Deposit, , , , , Balance |
Caisse, Folio, CS, Date, Sequence, Description, , Withdrawal, Deposit, , , , , Balance |
Caisse, Folio, LN, Date, Sequence, Description, , , , Interest, Capital paid, , Reimbursement, Balance |
Caisse, Folio, LC, Date, Sequence, Description, , , , Interest, , Advance, Reimbursement, Balance |
Visa #### #### #### ####, , , Date, Sequence, Description, , , , , , Advance, Reimbursement |
Field formats
The following table provides information on the format of each field (type, length, number of decimal places and a brief description).
Field | Type | Length | Decimal | Description |
---|---|---|---|---|
Institution | C | 25 | No | Abbreviated name of caisse or Visa |
Folio | C | 7 | No | Folio number |
Type_account | C | 5 | No | Type of account: PCA, RS, TS, LN, LC, CS |
Date | C | 10 | No | Format: YYYY/MM/DD |
Sequence | N | 3 | 0 | Sequential number for sorting |
Description | C | 90 | No | Description of transactions |
Cheque | N | 8 | 0 | Cheque number (PCA) |
Withdrawal | N | 13 | 2 | Withdrawal amount (PCA,RS,TS,CS) |
Deposit | N | 13 | 2 | Deposit amount (PCA,RS,TS,CS) |
Interest | N | 13 | 2 | Interest (LN,LC) |
Capital paid | N | 13 | 2 | Capital paid (LN) |
Advance | N | 13 | 2 | Cash advance (LC, Visa) |
Reimbursement | N | 13 | 2 | Reimbursement (LN,LC, Visa) |
Balance | N | 13 | 2 | Balance |
Note:
Example of transactions:
"C.P. Ste-Edith","27656","PCA","1997/06/16",1,"Withdrawal at counter",125.75,"","","","","",678.65 |
"C.P. Ste-Edith","27656","PCA","1997/06/17",1,"Deposit at counter","",654.87,"","","","",2774.65 |
"Visa 4540 1234 1234 1234","","","1997/06/17",1,"Suzy Shier","","","","",124.66,"",2774.65 |
We have designed templates (models) into which you can insert your first downloaded file. This ensures that you'll have a good definition of the data in the software program of your choice. This way, you won't have to worry about correctly defining the column widths in your spreadsheet or the data type in your database.
Templates are available in the following formats:
You may download the template of your choice by clicking on the name of the software that you use from the previous list.
If the software you use does not accept the above templates, please let us know the name of your software so we may meet your needs.
Using templates
First, you'll need to download the template that corresponds to the software you use. Then, download your transaction summary in CSV format.
We suggest that you always keep a previous version of your working document. To do so, save your file under another name before starting to import any data. That way, if you make a mistake, you won't lose all the information.
Lotus 1-2-3, here's how to proceed: (detailed procedure)
Microsoft Excel, here's how to proceed: (detailed procedure)
Microsoft Access, here's how to proceed: (detailed procedure)
Note:
Borland dBase and other compatible software programs:
Notes concerning Access:
The screen shots are from the 2003 version. There may be some differences with other versions of the software.
Notes concerning Access 2003:
A query called "Transactions list" feature lets you view your transactions sorted according to the selected sort key.
Another query called "Transactions by account" lets you name the account for which you want to view the transactions list.
A statement (report) called "Transaction lists" gives you a report in printable version.
Learn the dates on which support for older versions of Quicken will be discontinued (PDF, 73 KB).
Data downloaded from AccèsD may also be directed into most word processing and spreadsheet software.
With Quicken software, you can do your bank reconciliations on Desjardins.com using Quicken or Microsoft Money. If you have any questions about this program or about creating your accounts, please contact the distributor at the following number:
1-888-829-8684
The Caisse adhere to rigorous and strict security standards. All precautions were taken to ensure the confidentiality of the information transmitted for your My Profile transactions.
However, you must take the required steps in order to maintain a high level of security.
Protect your personal information and choose a password that is both hard to guess and easy to remember. |
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Install software that filters and protects your computer activities. It will be more difficult for hackers to get information about you. |
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Install a firewall on your computer to prevent anyone from taking control of it. |
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Be careful when downloading attachments and don't open messages from people you don't know. Never give out personal information in an e-mail. |
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Protect your computer against new viruses and intrusion techniques by regularly updating your computer and browser. |
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Never include personal information in your profile. This information can be used by scammers to steal your identity. |
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Your personal information is very valuable to scammers. Avoid disclosing it to help prevent fraud. |
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