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United States · Ally Bank

How to download your Ally Bank statement

Ally Bank lets you download statements as PDF in the app. Transactions can also be exported as CSV, QFX. Below: the exact steps, how far back you can go, and how to turn a PDF statement into Excel, CSV or QuickBooks.

Download a statement in the Ally Bank app

  1. Log in to the Ally app.
  2. Tap Menu.
  3. Choose Statements and Tax Forms.
  4. Select Bank.
  5. Open the document you need and use Share to save or print it.

Export transactions as CSV or another format

CSVQFX

  1. Log in at ally.com and select the account.
  2. Scroll down to Transaction History.
  3. Select the download icon.
  4. Choose CSV or Quicken (QFX) and save the file.

How far back can you go?

Ally shows up to 18 months of account activity online and keeps tax forms online for 7 years.

Good to know

  • If you have checking or savings, you get one monthly statement covering all your accounts, including CDs; the cycle date depends on the day you opened the account.
  • After you close an account, its information stays online for only 60 days, unless you closed every Ally Bank account (then statements remain for 7 years).
  • On the website, the Documents menu holds Bank Tax Forms, which download automatically as PDF files.

Convert your Ally Bank statement to Excel

Statement PDFs can't be sorted, summed or imported. Drop one on Rowvert and get a spreadsheet with one row per transaction — date, description, debit, credit, balance — checked against the statement's own closing balance. Excel, CSV, QuickBooks (.qbo or CSV), Xero, OFX and QIF.

  1. Download the PDF statement using the steps above.
  2. Drop it on the converter — no template to choose, scanned PDFs work too.
  3. Download Excel, CSV, or a QuickBooks / Xero-ready file.

Free for 1 page a day without an account · 5 pages a day with a free account

Already exported a CSV, QFX or QBO from Ally Bank? Convert it to another format for free.

A · DateB · DescriptionC · DebitD · CreditE · Balance
12026-08-02CARD PURCHASE 08/01 STARBUCKS #2231 NEW YORK NY6.854,805.55
22026-08-03ACH DEBIT CON EDISON UTILITY PAYMENT142.194,663.36
32026-08-04ZELLE PAYMENT FROM J. MARTINEZ350.005,013.36
42026-08-08DIRECT DEPOSIT ACME CORP PAYROLL3,240.007,664.94
52026-08-12CHECK #1042Verify — read from image130.007,534.94

Example output. Layout is identical for every bank; only your transactions change.

Can I download my Ally Bank statement as a CSV?

Yes: Ally Bank's transaction export offers CSV, QFX (steps above). Statements themselves come as PDF. If the export doesn't reach back far enough, convert the PDF statements to CSV with Rowvert.

How far back can I download Ally Bank statements?

Ally shows up to 18 months of account activity online and keeps tax forms online for 7 years.

How do I convert a Ally Bank PDF statement to Excel?

Download the statement PDF, drop it on the Rowvert converter and download Excel, CSV, QuickBooks (.qbo or CSV), Xero, OFX or QIF. Each row is checked against the statement's running balance, and 1 page a day is free without an account.

Does Rowvert work with scanned Ally Bank statements?

Yes. Scanned or photographed statements go through OCR automatically. Rows read from an image are marked so you can double-check them.

Is my Ally Bank statement stored?

The PDF is processed in memory and never kept. Only the extracted spreadsheet is stored, for your plan's retention window, then deleted.

Which date format will the Excel file use?

Ally Bank statements usually show dates as MM/DD/YYYY; Rowvert converts them to real Excel dates so they sort and filter correctly.

Steps based on Ally Bank's own help pages, checked October 2026. Menus change; if a step doesn't match what you see, check Ally Bank's help centre: Account information FAQs · Tax Documents FAQs · Ally Bank Tax Forms
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