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Export Bank of America Statement to Excel (Easiest Way in 2024)

In this article, we will show you how to export a Bank of America statement to Excel. Simply follow the process below. 

How to Export a Bank of America Statement to Excel

Follow the steps below to convert a Bank of America statement to Excel.

1. Log into Your Account

Open your web browser and go to the Bank of America website. Enter your username and password to log into your Bank of America account.

can you export bank of america statement into excel
Source: Taxila - Accounts & Tax Solutions

2. Select the Relevant Account

Once logged in, navigate to the accounts section. Click on the account for which you want to download the statement.

bank of america statement to excel
Source: Taxila - Accounts & Tax Solutions

3. Access the Download Option

Within your selected account, look for the option to download statements. This is usually found in the account summary or transaction history section.

how to export bank of america statement to excel
Source: Taxila - Accounts & Tax Solutions

4. Choose the Date Range

Click on the download option. A new window or dropdown menu will appear. Select the date range for the statement you wish to download.

convert bank of america statement to excel
Source: Taxila - Accounts & Tax Solutions

5. Select the File Type and Download Transactions

After choosing the date range, you will be prompted to select a file type. Choose "Excel format" (or CSV if desired). Once you've selected the date range and file type, click the download button. Your bank statement will be downloaded in the chosen format.

how to get bank of america statement in excel
Source: Taxila - Accounts & Tax Solutions

We hope you now have a better understanding of how to export a Bank of America statement to Excel. If you enjoyed this article, you might also like our article on how to download Amex statements in Excel and how to download Chase statements as Excel.