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Uploading Bank CSVs or statements in Finaloop
Bank of America- How to upload your CSV & bank statements
Bank of America- How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Bank of America accounts

Arad Yampel avatar
Written by Arad Yampel
Updated over a week ago

Overview

  • In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution.

  • In this article, we'll explain how to find the relevant reports we need from your Bank of America accounts and upload them into Finaloop.

How to export a CSV file of your transactions from your Citibank account​

This guide will walk you through downloading a CSV file containing your transaction history for your Bank of America account.

What you'll need

  • Your Bank of America account login credentials (Username & Password)

Steps

  1. Log in to your Bank of America account using your username and password.

  2. Click on See All Transactions.

  3. Scroll down to Activity, and you'll see Download on the right of your screen. Click on this.

  4. On the popup you'll see two dropdowns:

    1. Transaction Period: Select the period relevant to your mission.

    2. File Type: Select Microsoft Excel Format

  5. Click on Download Transactions to save the CSV onto your device.

  6. Head over to your mission in Finaloop, and upload your CSV file.

How to export a bank statement from your Citibank account

As part of our onboarding and year end reviews, we may ask for bank statements to confirm your bank balances and ensure your books are 100% accurate.

What you'll need

  • Your Bank of America account login credentials (Username & Password)

Steps

  1. Log in to your Bank of America account using your username and password.

  2. Click on click on Last Statement. On the popup click on View more statements & documents.

  3. At the top of the page select the account relevant to your mission in the dropdown. Then click on the year and select the relevant to your mission.

  4. Click on statements, and select the relevant statement for your mission. Click on Download PDF to save the statement to your device.

  5. Head over to your mission in Finaloop, and upload your bank statement pdf.


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