Banks
How to download transactions from each bank, and what to do when only a PDF statement is left.
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How to download Chase transactions as a CSV file
Chase's Spending Planner downloads CSV, QFX, QIF or QBO files for the last two years on desktop. Older periods come from PDF statements.
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How to export a Bank of America statement to Excel
What Bank of America's help pages say about statements and transaction downloads, and how to turn a PDF statement into an Excel file.
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How to export Wells Fargo transactions
Wells Fargo's Download Account Activity covers 90 days by default and up to 18 months. Formats, history limits, and what to do for older periods.
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HSBC CSV statement: how to download transactions as CSV
HSBC UK statements download as PDF, but the transactions list exports CSV or Excel. Steps, business options, and older periods.
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Lloyds statement to Excel: export options
Lloyds statements are PDFs, kept 7 years online. What Lloyds offers for CSV export, and how to turn a PDF statement into Excel.