Help › Bank payments
Getting your bank's export
ePayRecon reads the activity export of any bank. Banks change their screens often, so these steps describe what to look for rather than exact buttons.
| Bank | Where to look |
|---|---|
| Chase | Open the account, look for Download account activity (a download icon), choose a date range and CSV. |
| Bank of America | Open the account, look for Download above the transactions, choose the period and Microsoft Excel or CSV. |
| Wells Fargo | Open the account activity, look for Download Account Activity, choose the dates and Comma Delimited. |
| TD Bank | In account activity, look for Download or Export, then CSV. |
| Capital One | Open the account, look for Download Transactions, choose CSV. |
| PNC | In account activity, look for Download / Export activity, then CSV or Excel. |
If your bank only offers PDF statements, upload the PDF (see PDF and scanned statements).
Download only the account that receives payments, and a period that overlaps your last upload a little — duplicates are skipped.
Still stuck? Contact us.