Which file format should I choose in Ally Bank?
Choose CSV. Ally Bank offers CSV, plus Quicken (QFX) and OFX. A CSV opens in Excel and Google Sheets and is the safest choice for insytesBI; a QFX or OFX file also works in the bank statement tools.
How to Download Ally Bank Statements & Transactions (CSV)
Step-by-step: download Ally Bank statement transactions as a CSV for Excel, how far back it goes, and a free report from it or a PDF statement.
Download your Ally Bank transactions
- Sign in at ally.com on a computer.
- Open the account and go to its transaction history.
- Select the download icon above the transactions.
- Choose the date range and CSV as the file type, then download.
What to expect
- Formats Ally Bank offers
- CSV, plus Quicken (QFX) and OFX
- How far back
- About 18 months of activity is commonly reported as available to download. Older months are on your PDF statements.
- When you upload it to insytesBI
- insytesBI recognises the date, description and amount columns in the Ally file and checks which way money moved, so withdrawals count as money out whichever way the file signs them.
Frequently asked questions
How far back can I download Ally Bank transactions?
About 18 months of activity is commonly reported as available to download. Older months are on your PDF statements.
Can I upload a Ally Bank PDF statement instead?
Yes. A PDF statement downloaded from online banking is read directly by the bank statement analyzer and converter. Scanned paper statements cannot be read, because they are a picture rather than text; for those, download the CSV.
Does insytesBI need my bank login?
No. You only upload the file you exported. insytesBI never asks for your bank password or a one-time code, and no website should.