---
title: "Bank CSV Export Study (2026): What 29 Banks Actually Allow"
description: "We checked 29 banks' official documentation for CSV/spreadsheet transaction exports: 16 document it, 6 impose material limits, and 6 have no CSV export documentation at all."
canonical_url: https://getbankstatement.com/research/bank-csv-export-study
markdown_url: https://getbankstatement.com/research/bank-csv-export-study.md
last_updated: 2026-08-21
---

# Which banks let you export transactions to CSV? We checked 29.

We reviewed official help documentation from 29 banks, credit unions, and fintech platforms. Last updated 2026-07-10. Data is reusable with attribution (CC BY 4.0).

## The data

| Institution | Region | Status | Documented formats | Notes and source |
| --- | --- | --- | --- | --- |
| [Chase](https://getbankstatement.com/blog/chase-pdf-statements-to-excel) | US | CSV export documented | CSV, QFX, QIF, QBO | Desktop download of account activity for up to the last two years. [Source](https://www.chase.com/personal/financial-tools/build/spending-budget) |
| [Wells Fargo](https://getbankstatement.com/blog/wells-fargo-pdf-statements-to-excel) | US | CSV export documented | CSV, Quicken Web Connect, QuickBooks Web Connect | Comma-delimited download defaults to 90 days; up to 18 months for some accounts. [Source](https://www.wellsfargo.com/help/online-banking/activity-faqs/) |
| Bank of America | US | Third-party confirmed | CSV, QFX, QBO | Activity download widely confirmed by independent guides; no official format list found. (multiple independent guides) |
| [Capital One](https://getbankstatement.com/blog/capital-one-pdf-statement-to-excel) | US | Limited export | CSV | Desktop-only, roughly 90-day export window; older history is PDF statements only (7-year archive). (multiple independent guides) |
| [TD Bank (US)](https://getbankstatement.com/blog/td-bank-pdf-statements-to-excel) | US | Limited export | CSV, Quicken, QuickBooks | CSV exports documented on business platforms (Business Central, Online Reporting); personal accounts route through Quicken/QuickBooks. [Source](https://www.tdbank.com/pfmaccess/) |
| [USAA](https://getbankstatement.com/blog/usaa-bank-statement-pdf-to-excel) | US | Limited export | CSV | QFX/Direct Connect support was discontinued (late 2023); CSV is now the only self-serve export. (Quicken community & converter guides) |
| [First Horizon Bank](https://getbankstatement.com/blog/first-horizon-bank-statement-pdf-to-excel) | US | CSV export documented | CSV, OFX | QuickBooks Web Connect guide points to CSV and OFX exports from digital banking. (firsthorizon.com guides) |
| [Cadence Bank](https://getbankstatement.com/blog/cadence-bank-statement-pdf-to-excel) | US | CSV export documented | CSV, Excel, QuickBooks, Quicken, BAI2 | Commercial packages list CSV/Excel plus BAI2, MT940/MT942 on the comprehensive tier. (cadencebank.com commercial docs) |
| [Chime](https://getbankstatement.com/blog/chime-statement-pdf-to-excel) | US | No CSV docs found | — | Help center documents PDF statements only; no CSV transaction export found. [Source](https://help.chime.com/hc/en-us/articles/224995928) |
| [Mercury](https://getbankstatement.com/blog/mercury-statement-pdf-to-excel) | US (fintech) | CSV export documented | CSV (QuickBooks), NetSuite | Statement/transaction exports live under Documents & Data with accounting-ready options. (mercury.com docs) |
| [Barclays](https://getbankstatement.com/blog/barclays-pdf-statements-to-excel) | UK | Limited export | Export via Online Banking, Midata CSV | Official export-data help page exists (format list sits behind login); Midata CSV comparison file documented. Not available in the app. [Source](https://www.barclays.co.uk/help/online-banking/using-online-banking/export-data/) |
| [NatWest](https://getbankstatement.com/blog/natwest-pdf-statements-to-excel) | UK | CSV export documented | Excel, PDF | 'Export to Excel' from View Transactions; up to 7 years of searchable history. [Source](https://www.natwest.com/support-centre/help-with-your-card/transactions/how-do-i-search-for-transactions-online.html) |
| [HSBC UK](https://getbankstatement.com/blog/hsbc-uk-pdf-statement-to-excel) | UK | CSV export documented | CSV/XLS, Microsoft Money, Quicken | Spreadsheet download runs from the transactions list, not archived statements; statements are PDF. [Source](https://www.hsbc.co.uk/help/banking-made-easy/online-statements/) |
| [Halifax](https://getbankstatement.com/blog/halifax-bank-statement-pdf-to-excel) | UK | Limited export | CSV, OFX | Transaction download covers only recent months; archived statements are PDF-only. (independent guides) |
| [Monzo](https://getbankstatement.com/blog/monzo-statement-pdf-to-excel) | UK | CSV export documented | CSV, QIF, PDF | In-app export including Pots; business accounts can auto-export monthly to Google Drive/OneDrive with running balances. [Source](https://monzo.com/help/budgeting-overdrafts-savings/exporting-my-transactions) |
| [Revolut](https://getbankstatement.com/blog/revolut-statement-pdf-to-excel) | UK/EU | CSV export documented | CSV, PDF | Transaction statements generate as PDF or CSV; business dashboard adds custom CSV reports. [Source](https://help.revolut.com/en-CH/help/managing-my-business/viewing-my-account-statements/finding-my-account-statement/business/) |
| [Wise](https://getbankstatement.com/blog/wise-statement-pdf-to-excel) | Global (fintech) | CSV export documented | CSV, PDF | Transfer/transaction lists download from the Transactions page in CSV or PDF. (wise.com help) |
| [PayPal](https://getbankstatement.com/blog/paypal-statement-pdf-to-excel) | Global (fintech) | CSV export documented | CSV, TAB, PDF, Quicken, QuickBooks | Activity export covers up to 7 years, requested in 12-month chunks; CSV/TAB capped at 50,000 rows per file. [Source](https://www.paypal.com/us/cshelp/article/how-do-i-view-and-download-statements-and-reports-help145) |
| [Venmo](https://getbankstatement.com/blog/venmo-statement-pdf-to-excel) | US (fintech) | Limited export | CSV | CSV download exists on the website only (account.venmo.com/statement), not in the app. [Source](https://help.venmo.com/cs/articles/transaction-history-vhel281) |
| [ATB Financial](https://getbankstatement.com/blog/atb-financial-statement-pdf-to-excel) | Canada | CSV export documented | CSV, Quicken, QuickBooks | Transaction-history downloads documented in CSV plus accounting formats. (atb.com docs) |
| [National Bank of Canada](https://getbankstatement.com/blog/national-bank-statement-pdf-to-excel) | Canada | CSV export documented | CSV, QBO, OFX, QFX | Business users get CSV plus accounting formats; personal side documents PDF statement downloads. (nbc.ca docs) |
| [Steinbach Credit Union](https://getbankstatement.com/blog/steinbach-credit-union-statement-pdf-to-excel) | Canada | CSV export documented | CSV, Microsoft Money, QuickBooks, Quicken, Sage 50, Xero | Export options for accounting software are listed in online banking. (scu.mb.ca docs) |
| [Access Credit Union](https://getbankstatement.com/blog/access-credit-union-statement-pdf-to-excel) | Canada | CSV export documented | CSV, Microsoft Money, QuickBooks, Quicken, Sage 50, Xero | Business transaction exports documented across the standard accounting formats. (accesscu.ca docs) |
| [Assiniboine Credit Union](https://getbankstatement.com/blog/assiniboine-credit-union-statement-pdf-to-excel) | Canada | CSV export documented | CSV, QuickBooks QFX, Quicken QFX, Sage 50 OFX, Xero OFX | Transaction downloads available only in online banking, not the app. (acu.ca docs) |
| [FirstOntario Credit Union](https://getbankstatement.com/blog/firstontario-credit-union-statement-pdf-to-excel) | Canada | No CSV docs found | — | E-statement PDFs documented; no official page lists CSV/QBO/OFX/QFX exports. (firstontario.com help (checked 2026-07)) |
| [Libro Credit Union](https://getbankstatement.com/blog/libro-credit-union-statement-pdf-to-excel) | Canada | No CSV docs found | — | No official page found listing personal transaction export formats. (libro.ca help (checked 2026-07)) |
| [Westoba Credit Union](https://getbankstatement.com/blog/westoba-credit-union-statement-pdf-to-excel) | Canada | No CSV docs found | — | No official page found listing CSV/QBO/OFX/QFX export formats. (westoba.com help (checked 2026-07)) |
| [Fusion Credit Union](https://getbankstatement.com/blog/fusion-credit-union-statement-pdf-to-excel) | Canada | No CSV docs found | — | No official page found listing transaction export formats. (fusioncu.com help (checked 2026-07)) |
| [Sunrise Credit Union](https://getbankstatement.com/blog/sunrise-credit-union-statement-pdf-to-excel) | Canada | No CSV docs found | — | No official page found listing transaction export formats. (sunrisecu.mb.ca help (checked 2026-07)) |

## Methodology

“CSV export documented” means an official help page describes a spreadsheet-friendly transaction export. “Limited” means the export exists with material constraints. “No CSV docs found” means no official page documenting an export was found; it does not prove the feature is absent behind login.