How do I export my account transactions to a CSV format?

CSV is an easy-to-use, text-based file format for spreadsheets. When you export your Bluevine account transactions to CSV, you can open that CSV file in applications like Google Sheets and Microsoft Excel. Your exported CSV file will contain the following information for each transaction: date, description, debit/credit, and balance. 

Follow these steps to export your transactions to CSV format:

1. Sign in to your Bluevine dashboard¹
2. Navigate to Checking
3. Click Export

4. Select the date range (two days or more) you want to export transactions from. 
   •  You can select any date range from the opening of your account up to yesterday. You can’t select today as an end-date, because some of your transactions may not have settled yet.
5. Click Export

6. You’ll find your CSV file in the downloads section of your internet browser.

How do I export my bills and payments to a CSV file?

You can also export your bills and payments to CSV by navigating to their respective tabs and clicking Export. This will download a CSV file of your complete history in that dashboard tab. Your exported CSV file from either Bills or Payments will contain the following information for each item: due date, bill number, payee, status, amount, date paid, and payment method.

1 Exporting to CSV is not available via the Bluevine mobile app.