How to Download U.S. Bank Statements & Transactions (CSV)

Step-by-step: download U.S. 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 U.S. Bank transactions

Sign in to U.S. Bank online banking on a computer. The download is not in the mobile app.
Select the account whose history you want.
In the Transactions tile, select the download icon in the top right corner.
Choose the date range and Spreadsheet (.CSV), then select Download.

What to expect

Formats U.S. Bank offers: Spreadsheet (CSV), Quicken (QFX) and QuickBooks (QBO)
How far back: Up to 18 months of history can be downloaded. Older transactions are only on your statements.
When you upload it to insytesBI: The QFX download works too: insytesBI reads it directly, including the closing balance the bank puts in the file.

Analyze the file Convert it to Excel or QuickBooks

Frequently asked questions

Which file format should I choose in U.S. Bank?

Choose CSV. U.S. Bank offers Spreadsheet (CSV), Quicken (QFX) and QuickBooks (QBO). 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 U.S. Bank transactions?

Up to 18 months of history can be downloaded. Older transactions are only on your statements.

Can I upload a U.S. 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.