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Not affiliated with Bank of America, N.A.

Bank of America statement to Excel, CSV and QuickBooks

Download your Bank of America statement as a PDF from Statements & Documents, drop it here and get an Excel, CSV or QBO file. Read in your browser, with every file checked against the statement’s balances.

Last checked

Try a sample statement

Exports to Excel · CSV · QBO · OFX · QFX · Xero · Tally

Short answer

Can I download Bank of America transactions as CSV? Yes for recent transactions, PDF only for older ones.

Bank of America lets you download recent transactions from the account page in several formats, including a spreadsheet-friendly CSV. The history it covers is limited, and older statements are PDFs, so those are the ones to convert.

Download

Get your Bank of America statement as a PDF

The monthly statement is the complete record, with the opening and closing balances the check needs. These are the usual steps in Bank of America online banking.

  1. 1.Sign in to Online Banking and select the account.
  2. 2.Open the Statements & Documents tab or link for that account.
  3. 3.Choose the statement period you need.
  4. 4.Open the statement as a PDF, then save or download it.
  5. 5.Repeat for each month you need.

In the mobile app

  • In the Bank of America app, select the account, then look for Statements & Documents.
  • Open a statement and use the share or save option to keep the PDF.

The layout

What a Bank of America statement looks like

US statements print dates as month and day, often with no year, and many list money in and money out in separate sections. The sketch is ours, drawn from public information, and your own statement may differ.

Our sketch · not a real statementPage 1

Beginning balance

Deposits and other credits

Withdrawals and other debits

Ending balance

Deposits and other credits

DateDescriptionAmount

Withdrawals and other debits

DateDescriptionAmount

Daily ledger balances

DateBalance
Typical Bank of America checking layout, redrawn by us: credits and debits in separate sections, then a table of daily balances.
Credits and debits in sections
Money in and money out are listed in separate blocks, each with Date, Description and Amount. The converter puts them back in date order.
No balance on each row
Balances are usually shown in a daily balance table at the end, not beside every row. The check compares totals, so if it says Off by an amount it points at a page rather than one row.
Checks listed apart
Checks that cleared often sit in their own block, several across the page. Check numbers and dates are read from there.
Continued pages
Long statements repeat headers and “continued” lines across pages. These aren’t transactions and are skipped.

Import

Import a converted Bank of America statement

Choose the format your software takes. All of them come from the same review, so you can download more than one.

QuickBooks Online or Desktop (QBO)

  1. 1.Download the QBO file from the review screen.
  2. 2.Online: Transactions, Bank transactions, Upload transactions. Desktop: File, Utilities, Import, Web Connect Files.
  3. 3.Pick the QuickBooks account, then review and accept the transactions. A credit card file goes into a credit card account.

Quicken or other software (QFX, OFX)

  1. 1.Download QFX for Quicken, or OFX for most other programs.
  2. 2.In Quicken, choose File, then File Import, then Web Connect (.QFX) File. Others have an option to import a bank statement.

Excel or Google Sheets

  1. 1.Download Excel or CSV.
  2. 2.Open it. Dates and amounts come in as dates and numbers.

FAQ

Bank of America statements, answered

Does Bank of America offer a CSV?
It offers a download of recent transactions in several formats, which can include CSV. It doesn’t offer the monthly statement as CSV, so older months need the PDF converted.
Why does a Bank of America file say Off by when the rows look right?
Because there is no balance on each row, the check can only compare totals. A difference usually means one withdrawal, a check or a fee wasn’t picked up. Look at the page the review screen points to and add the missing row.
Is this affiliated with Bank of America, N.A.?
No. Tableaf is independent and is not affiliated with, endorsed by or sponsored by Bank of America, N.A.. The name is used only to say which statements this page is about. Bank of America and its marks belong to their owners.
Is my Bank of America statement uploaded anywhere?
No. A text PDF is read by code running in your browser and the file you download is built there too. Nothing reaches our servers, and it keeps working offline after your first visit. How we handle your data.
How do I know every Bank of America transaction was read?
Every statement is checked against its printed opening and closing balances. If they don’t add up, the review screen shows “Off by” with the amount and points at the page or the row where the running balance breaks. Any text PDF should work, and that check is how you know it did.
Does it read a scanned or paper Bank of America statement?
Not yet. A scan has no text to read, so it needs OCR on a server, which is planned for paid plans. Statements you download from online banking are text PDFs and work today.

General information, not accounting or tax advice.