American Express only allows its clients to download bank feeds or CSV files for the past six billing statements.
State Street Bank only lets you download statements in PDF format, with no option for a CSV file. For
RBC allows you to download transactions as CSV, but only for the past 90 to 180 days. Beyond this
Capital One allows you to download bank statements in CSV format through its website, but only for up to
US Bank provides up to 18 months of transaction history, but for longer tracking needs, you’re often left with
Citibank allows access to up to 180 days of banking activity in spreadsheet format, but for clients with more
Wells Fargo bank statements offer transactions for only up to 90 days, leaving professionals to rely on a PDF
When you have a client that has an account with Bank of America, it will be easy to handle
If you have clients with an HDFC account and they can’t give you a CSV copy of their bank
If your client primarily uses Chime, you’ve likely encountered the frustration of not being able to download CSV bank
4.8
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