How to Export Bank of America Statements into Excel and Google Sheets
Follow these simple steps to export your Bank of America statements into Microsoft Excel and Google Sheets, where you can analyze them as you wish.
- Tagged Bank of AmericaCSV
- By Tiller Money
- On July 1, 2021
Follow these simple steps to export your Bank of America statements into Microsoft Excel and Google Sheets.
Once your Bank of America finances are updated in a spreadsheet, you can analyze them with charts, graphs, and custom reports. Or import them into a budgeting template and make a plan for your money.
How to Export Bank of America Statements into Excel
Step 1: Log in to your Bank of America account
- Go to the Bank of America home page. (https://www.bankofamerica.com/)
- Enter your online ID and passcode.
- Click “Sign In.”
Step 2: Download transactions in an excel file
- Once logged in, click on the account to access transaction history
- Choose your “Transaction period” or fill out a “Custom date range.” For transaction period, simply click on the option you require in the drop down list
- For custom data range, insert a starting date and the end date for your required transaction period. Use the format mm/dd/yyyy.
- Under “File type”, chose “Microsoft Excel Format” from the drop down list
- Click on “Download Transaction”
- The file will automatically download to your computer. You can click on it through the Downloads tab in your browser and it will open it in Excel.
Step 3(a): Open the file on Excel Online
- Go to onedrive.live.com and sign in with your Microsoft account.
- Click on “Upload Files”
- Select the file downloaded in Step 2 and click Open
- The file will be uploaded on your One Drive
- Click on it to open it using Excel Online
How to Open the File in Google Sheets
- Go to drive.google.com and sign in with your Google account.
- Click on “New File Upload”
- Select the file downloaded in Step 2 and click Open
- The file will be uploaded on your Google Drive
- Click on it to open it using Google Sheets
