How do I export my account transactions to a CSV format? – Bluevine Help Center

Comma-Separated Values (CSV) is a format that allows you to view your transactions in a spreadsheet layout. Exporting your transactions to CSV from the Checking tab will download the following information: Date, Description, Debit/Credit, and Balance.

Follow these steps to export transactions to CSV

1. Sign in to your Bluevine Dashboard from your computer
  -Note: Exporting to CSV is not available via the Bluevine mobile app
2. Navigate to Checking
3. Select Export
4. Select which date range you want to export transactions from-Note: You cannot export just one day of transactions and will need to select a date range (For example January 1, 2021 - December 31, 2021). You cannot select the current date as the starting date, as it is possible not all transactions have been settled yet.
5. Click Export
6. Retrieve your CSV from the downloads section of your internet browser.

Note: If you are having trouble exporting, please make sure you first select Export and then select a date range within the pop-up window. Do not select a date range from the checking table screen. Otherwise, you will only be able to export up to 6 months of history.

You can also export your bills and payments to CSV by navigating to their respective tabs and clicking Export. Exporting from both the Bills and Payments tabs will generate a CSV with the following information: Due date, Bill number, Payee, Status, Amount, Date paid, and Payment method.

Starting February 1, 2022, customers will earn 1.2% interest on the total balance of Bluevine Business Checking accounts and Sub-accounts up to and including $100,000. No interest earned on total balances over $100,000. As of May 1, 2022, customers will earn interest on total balances up to and including $100,000 only if they meet the monthly debit transaction or deposit requirements described in Section M of the Account Agreement. Any interest accrued and payable will be paid to your Bluevine Business Checking account.
Customers will receive a Bluevine Business Debit Mastercard only for use with the main Bluevine Business Checking account.
No limit on number of transactions. However, all accounts are subject to the aggregated monthly deposit and withdrawal amount limits of the Account Agreement.
The national average and comparison are based on interest rates paid by U.S. depository institutions as calculated by the FDIC.
Debit transactions must post to your account before the end of the month to qualify toward that month’s eligibility requirement. Bluevine Business Debit Mastercard is issued by Coastal Community Bank pursuant to a license from Mastercard Inc.
Qualifying transactions only include mobile deposits of customer checks, customer payments made via ACH or wire, and customer payments transferred from payment processing providers. These transactions must post to your account or sub-accounts before the end of the month to qualify toward that month’s eligibility requirement. Transactions that do not qualify include, but are not limited to, mobile deposits of checks drawn on accounts you hold at any institution, cash deposits, and transfers from any of your external accounts, except those associated with payment processing providers.

Follow these steps to export transactions to CSV

Related articles

Didn’t find what you’re looking for?