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Bank of America - Uploading your transactions & bank statements (CSV or PDF) to Finaloop

Connect Bank of America to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Bank of America 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 Bank of America activity automatically once you connect Bank of America, and you can export a CSV of your transactions or a PDF statement from Bank of America 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 Bank of America, how to find the relevant reports in your Bank of America account, and how to upload them to Finaloop.

1. Connect Bank of America to Finaloop

Bank of America connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Bank of America 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 Bank of America and select Bank of America.

  4. Follow the on-screen instructions to sign in to Bank of America and choose your accounts.

Your Bank of America accounts then appear in Banks & Cards → Accounts overview.

When we ask you to upload files

Once Bank of America is connected, you only need to upload files when we ask for them in a mission on your Bank of America 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 Bank of America customers for both the PDF statement and a full-year CSV, so have both ready.

2. Exporting a CSV file of your Bank of America transactions

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

What you'll need to export a CSV

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

Steps to export a CSV

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

  2. Click See all transactions on the account your mission asks for.

  3. On the Activity tab, you'll see Download on the right of your screen. Click on this.

    Bank of America account Activity tab with the Activity tab and the Download link outlined.

    ① Activity, ② Download.
    ​

  4. On the pop-up you'll see two dropdowns:

    • Transaction period: Select the period relevant to your mission. Each option is one statement period, so repeat the download for each period your mission asks for.

    • File type: Select Microsoft Excel Format, which saves your transactions as a CSV file.

  5. Click Download transactions to save the CSV onto your device.

    Bank of America download pop-up with Transaction period, File type set to Microsoft Excel Format, and Download transactions outlined.

    ① Transaction period, ② File type, ③ Download transactions.
    ​

  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 Bank of America 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. Bank of America keeps your monthly statements in Statements & Documents, and you can request older statements, up to 7 years back, under Request statements on the same page. Source: Bank of America's How to manage Statements & Documents

What you'll need to download a statement

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

Steps to download a statement

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

  2. Hover over Accounts at the top of the page and click Statements & Documents. You can also click Last statement on your account and, in the pop-up, click View more statements & documents.

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

  4. Click Statements, and find the statement relevant to your mission. Click Download PDF to save the statement to your device.

    Bank of America Statements & Documents page with the account dropdown, the year dropdown and a statement's Download PDF link outlined.

    ① The account dropdown, ② the year, ③ Download PDF.
    ​

  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 Bank of America 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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