Banks

These notes are for US, UK, Canadian, and Australian accounts where a spreadsheet download is documented and a QuickBooks or Quicken file is missing, limited, or rejected. Each page cites the source. If a detail was not in that source, the page says so instead of guessing.

Convert your file now: open the converter. It runs in your browser, your statement is never uploaded, and it's free up to 30 transactions per file.
Ally BankUnited States. CSV or Quicken QFX. No QBO named. Up to 18 months of activity online. American ExpressUnited States. Quicken and QuickBooks downloads cover six statements. Two years of history are PDF, Excel, or CSV. American Express SavingsUnited States. Quicken cannot log in. You download a file from the Documents tab. Capital OneUnited States. Quicken users report savings and CD QFX files failing an institution check. CSV is the workaround they describe. ChaseUnited States. Desktop Spending Planner: CSV, QFX, QIF, or QBO for two years. The mobile download in that article is PDF. Wells FargoUnited States. Comma-delimited download defaults to 90 days. Credit cards: 90 days or 300 transactions online. HSBC UKUnited Kingdom. Statements are PDF. CSV and Excel come from the transaction list. Lloyds BankUnited Kingdom. Online for Business exports CSV or QIF, not a QuickBooks Web Connect file. MonzoUnited Kingdom. App export is PDF, CSV, or QIF. Column names from a 2020 Monzo staff post. NatWestUnited Kingdom. Midata downloads have ended. Online Banking exports Excel or PDF. Starling BankUnited Kingdom. CSV transaction summaries cover custom dates in the last 12 months. Statements are PDF. ANZAustralia. Internet Banking exports the last 2 years for open accounts, including CSV. NABAustralia. Up to 731 days. Export is a spreadsheet, QIF, or PDF. Revolut BusinessUnited States. Business transaction statements are PDF or CSV. The help article does not list QBO or QFX. TDCanada and the United States. Business Central exports the on-screen list as CSV. eTreasury Quick Download is .CVS only.

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Last checked: 2026-10-28. Menus move. If a label on this page does not match what you see, use the bank's own help page linked below.