Bank of America
statement guide
Bank of America statementguide
Learn how to download your Bank of America statement and categorize every transaction — direct deposits, Zelle, ATM, and more.
How it works
Two simple steps to analyze your statement
Download your statement
Get your Bank of America PDF from bankofamerica.com or the BofA mobile app. We show you exactly how.
Get AI spending breakdown
Upload your statement — AI categorizes every Zelle payment, ACH transfer, ATM withdrawal, and bill payment automatically.
1.Download your statement
Get your Bank of America PDF from bankofamerica.com or the BofA mobile app. We show you exactly how.
2.Get AI spending breakdown
Upload your statement — AI categorizes every Zelle payment, ACH transfer, ATM withdrawal, and bill payment automatically.
Pricing
Simple, transparent pricing
- 3 PDF pages / month
- AI transaction categorization
- Sankey money-flow chart
- AI insights & savings tips
- Financial health score
- Spending calendar
- CSV export
- 500 PDF pages / month
- Everything in Free, plus:
- Multi-month trends dashboard
- Subscription detector
- AI savings opportunities
- 6 export formats (CSV, Excel, QIF, OFX, QBO, IIF)
- Chat AI financial advisor
- Receipts & invoices extractor
- Table-to-Excel extractor
- File format converter
- 12 months history
- Unlimited PDF pages
- Everything in Basic, plus:
- Redact sensitive info from statements
- Translate statements (30+ languages)
- Fake statement detector
- Fraud & authenticity scoring
- Priority processing
- Priority support
About Bank of America
Everything about BofA statements
Bank of America statement download
Download your BofA statement PDF from bankofamerica.com: sign in → select your account → Statements & Documents → pick month → Download PDF. Via the BofA Mobile App: tap account → Statements → Download. Important: Bank of America keeps only 18 months of eStatements online — less than Chase and Wells Fargo. For older records, call 1-800-432-1000.
What's on a BofA statement
BofA statements list every Zelle payment, ACH transfer, direct deposit, ATM withdrawal, and bill pay. Each entry includes date, merchant/payee description, and amount. Debit card transactions appear with the merchant name. The statement also shows your beginning and ending balance for the period.
BofA statement for visa application
For visa applications, download 3–6 months of PDF statements from bankofamerica.com. Most embassies accept Bank of America digital PDFs. For an official stamped and certified copy, visit a BofA financial center — a banker can print and certify a statement on the spot. BofA operates over 3,800 financial centers across the US.
Bank of America statement analysis
BofA statements include Zelle payments, ACH transfers, debit card transactions, bill pay, and direct deposits. Our AI reads every transaction and assigns it to one of 19 categories — groceries, utilities, dining, transfers, and more. You get a visual spending breakdown and an Excel/CSV export ready for budgeting or tax filing.
Exporting BofA transactions
From BofA Online: account → Activity → Download button → select date range → choose CSV (Excel), QFX (Quicken), or OFX format. Note: the PDF statement is your official document for loan and visa applications, while the activity download is for spreadsheets and budgeting apps.
FAQ