How to download your Bank of America transactions

Bank of America is a bank in the US. Export your transaction history as CSV, OFX, QFX, then drop the file into PennySlice — the AI categorises it for you.

CSVOFXQFXUp to 7 years of history

Step by step

  1. Log in to Bank of America Online Banking at bankofamerica.com.
  2. Click on the account you want.
  3. Click 'View Statements & Documents' or go to Activity.
  4. Set the date range.
  5. Click 'Download Transactions' (look for a download icon).
  6. Choose CSV (or Microsoft Excel) format.
  7. Click Download and save.

Tips for Bank of America

  • Bank of America keeps up to 7 years of statements.
  • Look for the download option in the 'Statements & Documents' section if not on the activity page.

Other US bank guides

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Got your Bank of America file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

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