How to get your transactions out of the platforms you use and into one bookkeeping workspace. Tally Assistant detects 200+ bank and payment platform formats automatically, so each guide covers the export side only. The import side takes whatever your bank exports.
Chase online banking lets you download transaction history in common spreadsheet formats. Most freelancers export the CSV or Excel option and upload it as-is.
Import guideBank of America online banking provides transaction history downloads in spreadsheet format for checking and credit card accounts, plus statement PDFs.
Import guideWells Fargo online banking supports transaction history downloads in spreadsheet formats and PDF statements for checking, savings, and credit accounts.
Import guideCapital One online banking provides transaction downloads in spreadsheet formats for checking, savings, and credit cards, plus statement PDFs.
Import guideAmerican Express card accounts offer transaction downloads in spreadsheet format through the online account, and statements as PDF.
Import guideWise lets you download account statements as CSV, Excel, or PDF from the web app. Freelancers use it to hold and convert multiple currencies.
Import guideRevolut exports account statements as CSV, Excel, or PDF from the mobile app and web app. Statements are available per account and per period.
Import guideN26 offers statement downloads in CSV and PDF from the app and web banking. German-language accounts export standard CSV layouts.
Import guideMonzo lets you download account transactions as CSV or PDF from the app. Statements cover the period you select.
Import guideStarling exports account statements as CSV, Excel, or PDF from the app, with period and format choices.
Import guidePayPal account activity exports as CSV in several layouts (transactions, statements), from the Activity page in the web app.
Import guideAlipay lets you download transaction bills as CSV from the app's bill export feature. The layout includes Chinese column headers.
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