Skip to main content

Bluevine - Uploading your transactions & bank statements (CSV or PDF) to Finaloop

Connect Bluevine to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Bluevine checking account stays accurate in your books.

Written by Ryan

About

Applies to: Finaloop Accounting

Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, imports your Bluevine checking activity automatically once you connect Bluevine as a bank account, and you can export a CSV of your transactions or a PDF statement from Bluevine and upload it whenever we need data the connection can't provide.

In certain cases, we may need your help getting transactions or reports we can't import automatically from your bank or financial institution. We'll ask for these in a mission, a task in My missions where we ask you for information we need. Here's how to connect Bluevine, how to find the relevant reports in your Bluevine account, and how to upload them to Finaloop.

1. Connect Bluevine to Finaloop

Bluevine connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Bluevine isn't connected yet, follow these steps:

  1. Go to Settings → Banks & Credit Cards.

  2. Click Connect banks and cards.

  3. In Select institution, select BlueVine (it's in the list of common banks, or search for it).

  4. Follow the on-screen instructions to sign in to Bluevine and choose your accounts.

Your Bluevine account then appears in Banks & Cards → Accounts overview.

When we ask you to upload files

Once Bluevine is connected, you only need to upload files when we ask for them in a mission on your Bluevine account. This usually happens when:

  • We need transactions from before your connection's history starts, or for a period the connection missed. We'll ask for a CSV.

  • We need to confirm your balances, for example during onboarding or at year end. We'll ask for PDF bank statements.

Note: For year-end closing balance reviews, we ask Bluevine customers for both the PDF statement and a full-year CSV, so have both ready.

2. Exporting a CSV file of your Bluevine transactions

This guide will walk you through downloading a CSV file containing your transaction history for your Bluevine account. Bluevine lets you export any date range of two days or more, from 18 months back up to yesterday, from the Bluevine dashboard on your computer (CSV export isn't available in the Bluevine mobile app). Source: Bluevine's How do I export my transactions to a CSV file?

What you'll need to export a CSV

  • Your Bluevine account login credentials (Username & Password)

Steps to export a CSV

  1. Log in to your Bluevine account using your username and password.

  2. In the menu on the left, click Checking and select the relevant account in the Account field.

  3. Click the blue Export icon on the right side of the screen.

    Bluevine Checking page with the Checking menu item, the Account field and the Export button outlined.

    ① Checking, ② Account, ③ Export.

  4. In the Export Transactions History pop-up, choose the dates, type of file and account:

    • From and To: Select the dates your mission asks for.

    • Type: Select Spreadsheet.

    • Account: Select the account your mission asks for.

  5. Click Export to save the CSV to your device. You'll find it in your browser's downloads.

    Bluevine Export Transactions History pop-up with the date fields, Type, Account and the Export button outlined.

    ① From and To, ② Type, ③ Account, ④ Export.

  6. Head over to your mission in Banks & Cards → Accounts overview and upload your CSV file, following the steps in "Uploading your CSV or PDF to Finaloop".

3. Exporting a bank statement (PDF) from your Bluevine account

As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and keep your books accurate. Bluevine keeps monthly statements for your primary account and any sub-accounts. Source: Bluevine's How do I locate my Business Checking statements

What you'll need to download a statement

  • Your Bluevine account login credentials (Username & Password)

Steps to download a statement

  1. Log in to your Bluevine account using your username and password.

  2. In the menu on the left, click Documents & Reports.

  3. Select Banking Statements.

    Bluevine Documents page with the Documents & Reports menu item and the Banking Statements option outlined.

    ① Documents & Reports, ② Banking Statements.

  4. On the Statements page, select the relevant account and year, then click the month your mission asks for and save the PDF statement to your device. Repeat for each month we ask for.

    Bluevine Statements page with the Account field, the year field and the October 2026 statement outlined.

    ① Account, ② year, ③ month.

  5. Head over to your mission in Banks & Cards → Accounts overview and upload your PDF file, following the steps in "Uploading your CSV or PDF to Finaloop".

4. Uploading your CSV or PDF to Finaloop

  1. In Banks & Cards → Accounts overview, click Review on your Bluevine account (the button shows the number of open requests, for example Review (1)).

  2. Click Review on the request.

  3. Click Upload attachments (for a CSV request) or Upload PDF Statement (for a statement request) and choose your file.

  4. Click Submit.

You'll see Data submitted successfully once your file is on its way to us.

Tip: Upload your CSV in its original format and currency, and avoid converting a PDF into a CSV or altering any data.

Related articles

Need help?

If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!

Did this answer your question?