Bank guides
US banks
Chase, Bank of America, Wells Fargo, Citi, American Express and others.
All of these offer a CSV download in online banking on a computer. QFX and OFX files work too.
| Bank | Where to find it |
|---|---|
| Chase | Account → Download account activity → CSV |
| Bank of America | Account → Download → Microsoft Excel format (CSV) |
| Wells Fargo | Account Activity → Download Account Activity → Comma delimited |
| Citi | Account → Download → CSV |
| American Express | Statements & Activity → Download → CSV |
| Discover | Activity → Download → CSV |
| U.S. Bank, PNC, Truist | Account → Transactions → Download or Export |
| Capital One | See [[bank-capital-one |
Bank and product names are trademarks of their owners and are used here only to show where to find your statement. RoyalWallet is not affiliated with, endorsed by or a partner of these banks. Menus change from time to time; if a step looks different, look for “Statements”, “Transactions” or “Export”.