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

Connect Capital One to Finaloop Accounting and, when we ask, export a CSV of your Capital One transactions or a PDF statement and upload it, so your Capital One accounts stay accurate in your books.

Written by Ryan

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Applies to: Finaloop Accounting

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

In certain cases, we'll need 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 Capital One, how to find the relevant reports in your Capital One account, and how to upload them to Finaloop.

1. Connect Capital One to Finaloop

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

  1. Go to Settings → Banks & Credit Cards.

  2. Click Connect banks and cards.

  3. In Select institution, search for Capital One and select Capital One.

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

Your Capital One accounts then appear in Banks & Cards → Accounts overview.

When we ask you to upload files

Once Capital One is connected, you only need to upload files when we ask for them in a mission on your Capital One 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 statements.

2. Exporting a CSV file of your Capital One transactions

This guide will walk you through downloading a CSV file containing your transaction history for your Capital One account. Capital One's website shows about two years of past transactions, and your statements cover older activity. Source: Capital One's How To View Transaction History

What you'll need to export a CSV

  • Your Capital One account login credentials (Username & Password)

Steps to export a CSV

  1. Log in to your Capital One account using your username and password.

  2. You should now see all of your accounts. Look for the account relevant to your mission, and click View Account.

  3. You'll now be on the home screen for that account. Scroll down until you see the section called Statement Ending followed by a date, and click Download Transactions.

    Capital One account page with the Download Transactions link in the Statement Ending section outlined.

  4. In the Download Transactions pop-up, you'll see two dropdowns:

    • File Type: Select CSV.

    • Time Period: Select Custom Date Range and enter the date range in your mission.

    Capital One Download Transactions pop-up with File Type set to CSV and Custom Date Range outlined in the Time Period list.

    ① File Type, ② Custom Date Range.
    ​

  5. Click Export to save the CSV to your device.

  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 Capital One 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. Capital One keeps up to 7 years of statements online for active accounts enrolled in paperless statements. Source: Capital One's Online Bank Statements

What you'll need to download a statement

  • Your Capital One account login credentials (Username & Password)

Steps to download a statement

  1. Log in to your Capital One account using your username and password.

  2. You should now see all of your accounts. Look for the account relevant to your mission, and click View Account.

  3. You'll now be on the home screen for that account. Click View Statements.

    Capital One account page with the View Statements button outlined.

  4. In the pop-up with your statements, click the date at the top right, choose the year with the arrows, and select the month listed in your mission.

  5. Click Download to save the PDF statement to your device.

    Capital One statement viewer with the October 2026 month picker and the Download button outlined.

    ① Month picker, ② Download.
    ​

  6. Head over to your mission in Banks & Cards → Accounts overview and upload your PDF statement, 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 Capital One 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.

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Need help?

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

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