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How to download from your bank
- Sign in at chase.com
- Go to your checking or credit card account
- Click Download account activity (top right)
- Choose CSV as the file type and select your date range
- Click Download and upload the file above
- Sign in at bankofamerica.com
- Select your account and click Download
- Choose Microsoft Excel format (OFX) — or CSV if available
- Select date range and click Download transactions
- Sign in at americanexpress.com
- Go to Statements & Activity
- Click Download and choose CSV
- Pick your date range and download the file
- Sign in at wellsfargo.com
- Select your account and go to Account Activity
- Click Download Account Activity
- Choose Comma-Separated Values (CSV) and your date range
- Click Download
- Sign in at capitalone.com
- Select your account
- Click Download transactions
- Choose CSV and your date range
- Click Download