How to download your CSV statements from Bank of America

Bank of America provides a simple interface to download your transactions, making it easy to track expenses or budget with spreadsheets.

Step 1: Select the account you want to view

Step 2: Click Download in your Transactions screen

Step 3: Select a date range and use “Microsoft Excel format”

Step 4: Click download and save your file

(Optional) Customize expense categories

Bank of America doesn’t allow customizing your expense categories, meaning you have to manually go through expenses and set new categories in your spreadsheets. Although you get some visibility over each transaction, this can be be a time-consuming process.

To bulk infer expense categories using a custom set of categories, try Unscatter. You can upload your CSV data and automatically categorize expenses, speeding up your expense tracking workflow immensely.