How to export Bank of America transactions to Excel or CSV

Bank of America has one of the more flexible exporters among US banks — you can download recent activity in several formats directly. Here is how, what the limits are, and how to deal with the months you can no longer download.

Download from the Activity tab

• 1. Sign in to Online Banking at bankofamerica.com (or the mobile app).
• 2. Select the account, then open the "Activity" tab.
• 3. Click the "Download" link above the transactions list.
• 4. Choose your format — Microsoft Excel, Comma-delimited (CSV), Quicken, or QuickBooks — set the date range, and download.

The export gives you raw transactions with no categories. One Bank of America quirk to know: descriptions are prefixed with CHECKCARD or PURCHASE, which clutters the merchant name — you will usually want to strip those before analysis.

Older months and PDF-only statements

The direct download covers a limited window (typically ~18 months). Beyond that, or for a closed account, you only have PDF statements. To get those into a spreadsheet, convert the PDF with a tool that knows the Bank of America format — bankpdf strips the CHECKCARD/PURCHASE prefixes automatically, normalizes dates and amounts, and checks the result against the statement's closing balance so no row goes missing.

From raw export to usable data

Whichever route you take, you will still want categories and a consistent layout. Converting through bankpdf adds an automatic category to every line, lets you save per-merchant rules, and exports to plain CSV/Excel or straight to QuickBooks, Xero, or OFX.

• Download each account separately.
• Match the date range to your statement period so totals reconcile.
• For several months or accounts, convert them as a batch and merge into one file.

Got only the PDF? The Bank of America converter page handles it end to end — same as for Chase, Wells Fargo, Citi and 80+ other banks.