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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Download your bank statements

Where to find and download PDF statements at your bank or card issuer, and how to have them emailed to ZeraBooks.


ZeraBooks has no bank feeds: each month starts with your bank's PDF statement. Pick your bank below for the exact steps. Bank not listed? See Download statements from any bank.

Only need the transactions in a spreadsheet? Once you have the PDF, convert it to Excel or CSV with the ZeraBooks bank statement converter.

Start here

Start here:

Download statements from any bank

The steps that work at almost every bank or card issuer, including what to do with a CSV.


Banks

Banks:

Download your Chase statements

Where to find Chase business checking and Ink card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Banks:

Download your Bank of America statements

Where to find Bank of America business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Banks:

Download your Wells Fargo statements

Where to find Wells Fargo business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Banks:

Download your Citi statements

Where to find Citi business checking and card statements and how to get them into ZeraBooks as PDFs.

Banks:

Download your Capital One statements

Where to find Capital One business checking and Spark card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Banks:

Download your U.S. Bank statements

Where to find U.S. Bank business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Banks:

Download your PNC statements

Where to find PNC business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Banks:

Download your Truist statements

Where to find Truist business checking and card statements and how to get them into ZeraBooks as PDFs.

Banks:

Download your TD Bank statements

Where to find TD Bank business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.


Card issuers

Card issuers:

Download your American Express statements

Where to find American Express business card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Card issuers:

Download your Discover statements

Where to find Discover card statements and how to get them into ZeraBooks as PDFs.


Online business banks

Online business banks:

Download your Mercury statements

Where to find Mercury monthly statements and how to get them into ZeraBooks as PDFs.

Online business banks:

Download your Relay statements

Where to find Relay checking and card statements and how to get them into ZeraBooks as PDFs.

Online business banks:

Download your Novo statements

Where to find Novo monthly statements and how to get them into ZeraBooks as PDFs.

Online business banks:

Download your Bluevine statements

Where to find Bluevine business checking statements and how to get them into ZeraBooks as PDFs.

Online business banks:

Download your Brex statements

Where to find Brex card and business account statements and how to get them into ZeraBooks as PDFs.


Credit unions and online banks

Credit unions and online banks:

Download your Navy Federal statements

Where to find Navy Federal business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

Credit unions and online banks:

Download your Ally statements

Where to find Ally account statements and how to get them into ZeraBooks as PDFs.


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