Most banks follow a similar process when exporting your account transactions as a CSV file. Whether you need the information for accounting, financial tracking, or tax purposes, just follow these easy steps to download your statements.
Most banks follow a similar process when exporting your account transactions as a CSV file. Whether you need the information for accounting, financial tracking, or tax purposes, just follow these easy steps to download your statements.
Once logged in, navigate to the account you want to export. Look for the option to filter or select a date range, such as 3 months, 6 months, or 12 months. This will determine the period of transactions included in the CSV file. Make sure to pick the correct timeframe for your export.
In the top right corner (or near the transaction history section), you should find an ‘Export’ option. Click on this, then select the .CSV format from the dropdown menu or file type options. Once chosen, your file will begin downloading to your device, ready for use in spreadsheets, accounting software, or for sharing with your bookkeeper.
By following these simple steps, you’ll have all your business transactions exported quickly and efficiently, giving you easy access to financial data for further analysis and record-keeping.
Let’s Get in Touch
To schedule an appointment with one of our skilled lawyers, please fill out the form below or contact our office directly.
Our friendly staff will promptly assist you in arranging a consultation at a time that works best for you.
