How to Download Bank of America Statements & Transactions (CSV)
Step-by-step: download Bank of America statement transactions as a CSV for Excel, how far back it goes, and a free report from it or a PDF statement.
Download your Bank of America transactions
Sign in to Bank of America Online Banking on a computer.
Open the account and go to its Account Activity.
Select Download, choose the statement period or a custom date range.
Pick Microsoft Excel as the file type and select Download Transactions.
What to expect
Formats Bank of America offers
Microsoft Excel (CSV), plus Quicken or QuickBooks formats on some accounts
How far back
Each download covers a limited window (about 60 days per file is commonly reported), so a full year may take several downloads. insytesBI can read each file separately.
When you upload it to insytesBI
Bank of America puts a summary block (beginning balance, total credits and debits) above the transactions. insytesBI skips it and reads the transaction table underneath.
Which file format should I choose in Bank of America?
Choose CSV. Bank of America offers Microsoft Excel (CSV), plus Quicken or QuickBooks formats on some accounts. 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 far back can I download Bank of America transactions?
Each download covers a limited window (about 60 days per file is commonly reported), so a full year may take several downloads. insytesBI can read each file separately.
Can I upload a Bank of America 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.