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Bank CSV Guides

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How to Download CSV from Your Bank

Step-by-step guides for exporting transaction data

Important: Download Activity, Not Statements
Most banks hide the CSV option. Look for "Download Activity" or "Export Transactions" — not "Statements" which gives you a PDF.

Banks & Credit Cards

Credit cards issued by these banks use the same download process as checking accounts.

Chase Bank
  1. Log in to chase.com
  2. Select your account
  3. Click the download icon near "Account Activity"
  4. Select "Download account activity"
  5. Choose format: CSV or Excel
  6. Select date range (up to 24 months)
  7. Click Download

Same process for Chase credit cards. Max 1,000 transactions per download.

Bank of America
  1. Log in to bankofamerica.com
  2. Select your account
  3. Click "Download" button
  4. Choose "Microsoft Excel" or "CSV"
  5. Select date range
  6. Click Download

Works for both checking accounts and BofA credit cards.

Wells Fargo
  1. Log in to wellsfargo.com
  2. Go to your account
  3. Click "Download Account Activity"
  4. Select format: Comma Delimited (.csv)
  5. Choose your date range
  6. Click Download
Capital One
  1. Log in to capitalone.com
  2. Select your account (bank or credit card)
  3. Click "Download Transactions"
  4. Choose CSV or Excel
  5. Select date range
  6. Download

Works for 360 accounts, Quicksilver, Venture, and all Capital One cards.

Chime
  1. Log in to chime.com or open the app
  2. Go to "Move Money" > "Statements & Activity"
  3. Select "Download transactions"
  4. Choose CSV format
  5. Select date range
  6. Download
American Express
  1. Log in to americanexpress.com
  2. Go to "Statements & Activity"
  3. Click "Download Your Statement Data"
  4. Select format: CSV or Excel
  5. Choose date range
  6. Download

Works for all Amex cards (Gold, Platinum, Blue Cash, etc.).

Discover
  1. Log in to discover.com
  2. Go to your card account
  3. Click "Statements & Activity"
  4. Select "Download" next to the date range
  5. Choose Excel or CSV format

Works for Discover it, Cashback, and all Discover cards.

Citi
  1. Log in to citi.com
  2. Select your account
  3. Go to "View Activity"
  4. Click "Download"
  5. Choose CSV or Quicken (QFX)
  6. Select date range

Works for Citi Double Cash, Custom Cash, and all Citi cards.

Payment Apps

PayPal
  1. Log in to paypal.com
  2. Go to "Activity" in the top menu
  3. Click "Statements" or scroll down to see transactions
  4. Click "Download" icon (or Reports > Activity Download)
  5. Select "CSV" format
  6. Choose date range (up to 7 years available)
  7. Click "Create Report" then Download
Venmo
  1. Log in to venmo.com (must use desktop website)
  2. Click "Statements" in the left sidebar
  3. Select the date range you need
  4. Click "Download CSV"

Limited to 90 days per download. For longer history, download in chunks.

Cash App
  1. Open Cash App or go to cash.app
  2. Tap your profile icon
  3. Select "Documents"
  4. Go to "Activity" tab
  5. Tap the export icon (top right)
  6. Choose CSV format
Apple Card
  1. Open Wallet app on iPhone
  2. Tap your Apple Card
  3. Tap the "..." menu (top right)
  4. Select "Export Transactions"
  5. Choose CSV format
  6. Select date range
  7. Share/save the file

Export only available on iPhone, not Mac or web.

Zelle
  1. Zelle transactions appear in your bank account
  2. Download CSV from your bank (see bank guides above)
  3. Zelle transfers will be included with your regular transactions

Zelle is not a separate account - check your bank's CSV export.

General Tips
  • Look for download icons — Usually a downward arrow near your transaction list
  • Check "Activity" not "Statements" — Statements are typically PDFs
  • Use desktop, not mobile — CSV download is often only on the full website
  • Date range limits — Most banks limit CSV downloads to 1-2 years of history
Your Bank Not Listed?

Most banks follow a similar pattern. Look for these options in your online banking:

  • "Download" or "Export" buttons near transaction history
  • "Account Activity" with a download icon
  • Format options: CSV, Excel, QFX, or OFX

If your bank only offers PDF statements, consider using our Plaid bank sync (Pro feature) for automatic transaction imports.