Step-by-step guides for getting your statements out of your bank and into Excel, CSV, QuickBooks or Xero.
31 bank guides · 19 articles
Where Citi card and Citibank bank statements live online and in the app, how to save the PDF, and what to do when the month you need isn't listed.
Ethan Koe · 27 October 2026 · 8 min read
Turn a Citi card statement PDF into an Excel sheet, check the rows against the balance, and understand sale vs post dates, signs and SUMIF totals.
Ethan Koe · 27 October 2026 · 9 min read
Citi bank accounts show 24 months of statements online and archive the rest. Here's how to request older bank and card statements and what Citi says they cost.
Ethan Koe · 27 October 2026 · 8 min read
Three ways to get Citi transactions into QuickBooks Online, how far back each reaches, the upload rules Intuit sets and how to avoid duplicate rows.
Ethan Koe · 27 October 2026 · 8 min read
Citi confirms CSV downloads for business accounts but not on its personal pages. Here's when a CSV is enough, when you need the PDF statement, and how to check one against the other.
Ethan Koe · 27 October 2026 · 9 min read
The exact menu steps for saving Chase statement PDFs on the website and in the app, plus a ten-minute routine for downloading a whole year.
Ethan Koe · 22 October 2026 · 8 min read
Chase gives you a two-year CSV export and monthly PDF statements. Here's when each one is the right file, with a worked example of why their totals differ.
Ethan Koe · 22 October 2026 · 7 min read
Three ways to get Chase transactions into QuickBooks Online, how far back each one reaches, and how to reconcile without duplicates.
Ethan Koe · 22 October 2026 · 7 min read
Chase keeps up to 7 years of statements online, but transaction downloads reach only about two. Here's how to work with that window and get older copies.
Ethan Koe · 22 October 2026 · 7 min read
A bookkeeper's walk through a Chase statement: the parts, the summary math with a worked example, posting order, card statements and what to do about errors.
Ethan Koe · 22 October 2026 · 8 min read
Which Chase statements a lender wants, how Chase's 28 to 32 day periods fit the two-month rule, and how to find large deposits before the underwriter does.
Ethan Koe · 22 October 2026 · 7 min read
Where Chase, Bank of America, Wells Fargo and seven other US banks keep statement PDFs, how far back you can go online, and how to get older copies.
Ethan Koe · 25 October 2026 · 7 min read
A six-step plan for getting months of missed bookkeeping done from your bank statements: gather, convert, balance, categorize, import and reconcile.
Ethan Koe · 25 October 2026 · 7 min read
What courts in California, Florida, England and Wales, Ontario and Australia ask for in financial disclosure, and how to gather and organize your statements without changing them.
Ethan Koe · 25 October 2026 · 6 min readTurn a PDF statement from any Australian bank into CSV or Excel, with guides for CommBank, ANZ and Westpac and notes on BSBs, day-first dates and bank exports.
Ethan Koe · 19 October 2026 · 3 min readTurn a PDF eStatement from any Canadian bank into Excel or CSV, with guides for RBC, TD Canada Trust, Scotiabank and BMO and notes on chequing statements and CRA records.
Ethan Koe · 19 October 2026 · 3 min readTurn a PDF statement from any UK bank into Excel or CSV, with guides for eight banks plus Revolut and Wise, and notes on day-first dates, sort codes and HMRC records.
Ethan Koe · 19 October 2026 · 4 min readTurn a PDF statement from any American bank into Excel or CSV, with guides for ten banks and notes on month-first dates, checking sections and IRS record keeping.
Ethan Koe · 19 October 2026 · 4 min readHow accountants and bookkeepers collect client statements with upload links, convert them in bulk, check balances, categorize transactions and export journal, QuickBooks and Xero files.
Ethan Koe · 19 October 2026 · 6 min readThe file formats Xero accepts, the CSV columns and date formats it expects, the import steps, converting a PDF statement first and fixing common import errors.
Ethan Koe · 19 October 2026 · 7 min readWhich files QuickBooks Online accepts, how to upload them step by step, how to turn a PDF statement into a CSV or QBO file, and how to fix date, mapping and duplicate errors.
Ethan Koe · 19 October 2026 · 7 min readWhich bank statements and interest forms to keep for your tax return in the US, UK, Canada and Australia, for how long, and how to sort them.
Ethan Koe · 19 October 2026 · 7 min readHow many months of bank statements lenders ask for in the US, UK, Canada and Australia, how to get official copies, and what to check first.
Ethan Koe · 19 October 2026 · 6 min read
Wise exports statements as XLSX, CSV and PDF. Here's how to build one, and when converting a Wise PDF to Excel makes more sense.
Ethan Koe · 19 October 2026 · 8 min read
Revolut's app can generate a statement as Excel. Here's how, and when converting a Revolut PDF to Excel or CSV is the better route.
Ethan Koe · 19 October 2026 · 9 min read
Download Westpac statements and turn them into CSV, or use Westpac's own Exports and reports tool, with notes on closed accounts, eStatements and card disputes.
Ethan Koe · 19 October 2026 · 8 min read
Download ANZ statements from Internet Banking or the app and convert them to Excel, with what ANZ's CSV export and Transaction Reports cover and how to order a replacement.
Ethan Koe · 19 October 2026 · 8 min read
Download CommBank statements from NetBank or the app and turn them into CSV, with what replaced OFX and QIF, how long statements are kept and how to dispute a transaction.
Ethan Koe · 19 October 2026 · 8 min read
Turn a BMO eStatement into an Excel or CSV file, and learn how to switch to eStatements, how long BMO keeps them and how to check each statement.
Ethan Koe · 19 October 2026 · 8 min read
Download your Scotiabank statement as a PDF, convert it to Excel or CSV, and learn what each statement shows and how to dispute a charge that looks wrong.
Ethan Koe · 19 October 2026 · 8 min read
Save your statement from EasyWeb, convert it to Excel or CSV, and learn what TD's own CSV download covers, how to get older copies and how to dispute an error.
Ethan Koe · 19 October 2026 · 9 min read
Where to find Lloyds statements online and in the app, why the app goes back further, and how to turn the PDF into Excel or CSV.
Ethan Koe · 19 October 2026 · 8 min read
How to download HSBC UK statements, read the summary and abbreviations, export transactions, and turn a PDF statement into Excel or CSV.
Ethan Koe · 19 October 2026 · 8 min read
Where to find Barclays statements online and in the app, how far back they go, how to order copies, and how to turn the PDF into Excel or CSV.
Ethan Koe · 19 October 2026 · 8 min read
Where Truist keeps your statements, why credit card and mortgage statements disappear sooner, and how to turn the PDF into Excel or CSV.
Ethan Koe · 19 October 2026 · 8 min read
How to get TD Bank statements back to April 2010, what a TD statement shows, and how to turn the PDF into Excel or CSV.
Ethan Koe · 19 October 2026 · 9 min read
Where to find PNC statements online and in the app, how long PNC keeps them, and how to turn the PDF into an Excel or CSV file.
Ethan Koe · 19 October 2026 · 8 min read
Download your RBC Royal Bank eStatement, convert the PDF to CSV or Excel, and learn about older statements, paper fees and credit card dates.
Ethan Koe · 19 October 2026 · 8 min read
Download your Halifax statement from Statement options or the app, convert the PDF to Excel or CSV, and read codes like FPI and DD.
Ethan Koe · 19 October 2026 · 9 min read
Download your Nationwide statement from Documents or My Documents, convert it to Excel or CSV, and see why midata isn't a full export.
Ethan Koe · 19 October 2026 · 9 min read
Monzo's app already exports CSV. Here's how to use it, and when converting a Monzo PDF to CSV or Excel is the better route.
Ethan Koe · 19 October 2026 · 9 min read
Find your Santander UK statement in the app's Mailbox, convert the PDF to Excel or CSV, and get older or closed-account history.
Ethan Koe · 19 October 2026 · 8 min read
Save your NatWest statement as a PDF, turn it into Excel or CSV, and learn what codes like D/D, S/O and C/L mean.
Ethan Koe · 19 October 2026 · 10 min read
U.S. Bank's CSV download stops at 18 months and isn't in the app. Here's how to find older e-statements, what paper copies cost and how to turn the PDF into Excel.
Ethan Koe · 19 October 2026 · 8 min read
American Express already exports two years of transactions as Excel or CSV. Here's when that's enough, and how to turn an archived statement PDF into a spreadsheet.
Ethan Koe · 19 October 2026 · 8 min read
Download a Citi card statement from Statements (PDF), request older months, learn what each part of the statement shows, and turn it into Excel or CSV.
Ethan Koe · 19 October 2026 · 9 min read
Find your Capital One checking or savings statement, understand combined statements and the 105-day closed-account window, and turn the PDF into Excel.
Ethan Koe · 19 October 2026 · 9 min read
Save your Wells Fargo statement as a PDF, see what Download Account Activity can and can't do, and turn the statement into a CSV that matches the cycle.
Ethan Koe · 19 October 2026 · 10 min read
Where to find your Bank of America statement PDF, how the checking statement is grouped, how to get older copies, and how to turn it into Excel or CSV.
Ethan Koe · 19 October 2026 · 9 min read
Download your Chase statement, convert it to Excel or CSV, and understand what's on it: statement periods, older copies, errors and mortgages.
Ethan Koe · 19 October 2026 · 9 min read