How to Download Your Bank Activity to Excel

Exporting your bank activity for your fiscal year is a great way to speed up the process of preparing your year-end financial returns. To learn how to export your bank account activity, find your financial institution from the list below and follow instructions to download your bank activity for your fiscal year to microsoft excel (.csv)

 

Royal Bank of Canada (RBC)

Instructions to download RBC bank transactions to Microsoft Excel (.CSV)

 

Toronto-Dominion Bank (TD)

Instructions to download TD bank transactions to Microsoft Excel (.CSV)

 

PDF Step-by-Step Guide with Screenshots

 

Bank of Montreal (BMO)

Instructions to download BMO bank transactions to Microsoft Excel (.CSV)

 

Canadian Imperial Bank of Commerce (CIBC)

Instructions to download CIBC bank transactions to Microsoft Excel (.CSV)

 

ScotiaBank

Instructions to download Scotiabank transactions to Microsoft Excel (.CSV)

 

If you have any questions or are interested in learn more about getting set up with our cloud bookkeeping department, KB Elevate, so that your bookkeeping software can be linked with your bank directly to be kept current throughout the year, please email cloud@kbllp.ca