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.

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

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Step 1: Log in to your Bank of America account

Step 2: Download transactions in an excel file

  • Once logged in, click on the account to access transaction history
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  • Click on “Download”
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  • 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
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  • For custom data range, insert a starting date and the end date for your required transaction period. Use the format mm/dd/yyyy.
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  • Under “File type”, chose “Microsoft Excel Format” from the drop down list
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  • Click on “Download Transaction”
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  • 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”
open excel one drive

Your financial life in a spreadsheet, automatically updated each day

Tiller connects 21,000 banks to your spreadsheets and automatically updates them with your spending, balances, and net worth each day. Track everything in one place with flexible templates and no ads.

  • 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

open google sheets bank of america
  • 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

Reference: https://www.youtube.com/watch?v=1i_E0sPp1xw

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