Please see the following list of articles for various banking institutions. If your bank is not listed, please feel free to contact me and/or look at any of the examples and see if your bank’s transaction download is similar.
- Quicken, Download Data and Import into the Excel Checkbook
- Bank of America, Download Transactions and Import into the Excel Checkbook
- Capital One, Download Transactions and Import into the Excel Checkbook
- Chase Bank, Download Transactions and Import into the Excel Checkbook
- Truist Bank, Download Transactions and Import into the Excel Checkbook
- US Bank, Download Transactions and Import into the Excel Checkbook
- USAA Credit Card, Download Transactions and Import into the Excel Checkbook
- USAA Checking Account, Download Transactions and Import into the Excel Checkbook
- Wells Fargo, Download Transactions and Import into the Excel Checkbook
- Export Amazon Purchase History
- How to Record an Excel Macro to Automate Bank Transaction Reformat