Export Bank Statements as CSV

1/13/2026

5 minutes

beginner

InstantReceipts also provides a way to export your bankstatements to CSV (Comma-Separated Values) formats. CSV make its easy to read and export into Excel or other formats. You can do data analysis and custom reporting.

Prerequisites

✓You have uploaded your bank statement in the Bank Statements section
✓You have access to the Reports page

Outcome

Analyse Your Data in Detail
Flexible format for tailored reporting

Steps

Click on Reports in the side menu

After login in your dashboard, click on the Reports section in the side menu.

Click New Report

In the top-right corner, click the green New Report button to start creating a new bank statement report before you can export.

Select the year range

Choose the year filter option to see your bank statements.

Select the bank statement (mandatory)

You need to select the bank statement first before you can export to different formats.

Click the CSV Button

Click the CSV export button at the bottom of the report generation panel. It will start generating the report straight away

Download and Open CSV File

You can now download the CSV file to open in your editor.

Preview Your CSV Report

Once downloaded, open the CSV file to view your bank statement transactions ready for use. Each row will include key details such as date, transaction description, and amount. You can open it in Excel, Google Sheets, or any accounting tool for further analysis.

Troubleshooting

CSV file opens with strange characters

This is usually an encoding issue. Try opening with Excel and selecting UTF-8 encoding, or use Google Sheets which handles encoding automatically.

Data appears in one column

Your spreadsheet application didn't recognize the comma delimiter. Use the 'Text to Columns' feature in Excel or import the file properly in Google Sheets.

Need more details?

See How to Import Bank Statements for the complete workflow and all available options.