US bank · United States

Import Bank of America Statements into Tally Assistant

Bank of America online banking provides transaction history downloads in spreadsheet format for checking and credit card accounts, plus statement PDFs.

US freelancers and small businesses with BoA checking, savings, or business accounts.

Export your Bank of America file

  1. 1Sign in to Bank of America online banking and open the account or card you want to import.
  2. 2Find the download or export option near the transaction history and pick the spreadsheet format.
  3. 3Save the download and upload it to Tally Assistant without touching it.

What happens after upload

  • The AI reads the file layout automatically, including date formats and currency columns.
  • Transactions are categorized, and credit card activity lands in the right expense categories for tax time.
  • Multi-account users can import checking and credit card files into the same workspace and keep them distinct.

What to watch out for

  • Credit card statements often export differently from checking accounts. If one export fails, the PDF statement import covers it.
  • Transaction descriptions can be short codes (like merchant numbers). The AI matches what it can, and you can correct anything it misses.

Questions

Can I import BoA credit card statements?

Yes. Both the transaction spreadsheet download and the PDF statement work with Tally Assistant. Credit card spending is categorized as expenses with the statement image or file kept as documentation.

Free plan, no credit card

Import 100 transactions a month for free. Any bank, any format, any language.

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