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

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. 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.