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Step-by-Step Guide to Export Bank of America Transactions into Google Sheets.

OpenBudget2 min read
Step-by-Step Guide to Export Bank of America Transactions into Google Sheets.

Managing your money gets simpler when you import your Bank of America transactions into a spreadsheet. This easy guide walks you through the process step by step, making it effortless to keep track of your finances.

Follow these steps to export your Bank of America transactions into Google Sheets.

Once you have your transactions in Google Sheets, you can analyze them the way you want. You can create custom reports, track your spending, and even create a budget.

How to Export Bank of America Transactions into Google Sheets# permalink to this section

Step 1: Log in to your Bank of America account# permalink to this section

Step 2: Navigate to the Account with the Transactions You Want to Export# permalink to this section

  • Once you're logged, hover over the "Accounts" tab in the top navigation bar.
  • Click on the account you want to export transactions from.
Select Account in Bank of America

Step 3: Find Download Transactions Button# permalink to this section

  • Once you're in the account, make sure you're on the "Activity" tab. Highlighted red in the image below.
  • Click on the "Download" button. Highlighted red in the image below.
Download Transactions in Bank of America

Step 4: Select the Date Range and File Format# permalink to this section

  • Pick the "Transaction period" you want to export. We recommend selecting Custom date range.
  • If you picked Custom date range, select the From and To dates.
  • Choose the file format you want to download. We recommend selecting "Microsoft Excel Format".
  • Click "Download" button.
Select Date Range in Bank of America
  • Once you click "Download", the file will be downloaded to your computer. You can open the file in Excel or Google Sheets.

Step 5: Open the File in Google Sheets# permalink to this section

  • Open New Google Sheet.
  • Click on "File" in the top left corner.
  • Select "Import" from the dropdown menu.
Import Excel File into Google Sheets

Step 6: Upload the File# permalink to this section

  • Click on "Upload" tab.
  • Drag and drop the file you downloaded from Bank of America or click on "Browse" button.
Upload Excel File into Google Sheets
  • Once the file is uploaded, you will see the transactions in Google Sheets.
Completed Import of Bank of America Transactions into Google Sheets
  • Now you can analyze your transactions the way you want. You can create custom reports, track your spending, and even create a budget.

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