US bank · United States

Import Capital One Statements into Tally Assistant

Capital One online banking provides transaction downloads in spreadsheet formats for checking, savings, and credit cards, plus statement PDFs.

US freelancers who bank with Capital One and want credit card spending separated from business income.

Export your Capital One file

  1. 1Sign in to Capital One online banking and open the account you need.
  2. 2Choose the download or export option on the transaction page and pick the spreadsheet format.
  3. 3Save and upload as-is. No column rearranging needed.

What happens after upload

  • Credit card and checking imports are handled the same way, with AI categorization for every row.
  • Categories follow tax-friendly defaults, and you can rename any category to match your own system.
  • Exports remain attached to your records for audit-proof documentation.

What to watch out for

  • Capital One 360 checking and credit card exports may differ slightly in layout. Both are covered by automatic column detection.

Free plan, no credit card

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

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