Transaction Downloads | Finicom
Export your bank transactions as CSV, JSON, Excel, or PDF for accounting, taxes, or one-off analysis.
Intro
Downloads let you export your bank transactions as a file in any of four formats — CSV, JSON, Excel (XLSX), or PDF. Exports are generated on demand from your connected sources and are never stored on Finicom's servers.
Use downloads when you need a one-off file (for an accountant, tax filing, or custom analysis) without setting up a full destination sync.
Creating an Export
The Downloads page walks you through a five-step flow. Steps collapse to a summary once confirmed, and you can jump back to any earlier step to change it.
- Select accounts — pick one or more connected accounts, grouped by connection
- Choose date range — up to 5 years of history per export
- Export format — CSV, JSON, Excel (XLSX), or PDF
- Fields & refinements — choose which columns to include, and optionally:
- Add a filter to narrow the export to transactions matching specific conditions
- Toggle Apply transaction rules to run your saved rules before exporting (on by default)
- Review & download — confirm the summary and click Download CSV / Download Excel / Download PDF / Download JSON. The file downloads to your browser.
Formats
| Format | Extension | Best for |
|---|---|---|
| CSV | .csv | Importing into other tools, lightweight exports |
| JSON | .json | Programmatic processing |
| Excel | .xlsx | Spreadsheet analysis with formatting |
.pdf | Human-readable reports, printing |
Fields
You can include any of the following transaction fields as columns:
- Transaction Id — Finicom's unique ID for the transaction
- Status — Pending, Posted, or Void
- Created At — When the transaction occurred
- Merchant — The merchant or payee name
- Description — The transaction description or memo
- Amount — The transaction amount
- Currency — The ISO currency code (e.g., USD)
- Institution Name — The bank or institution
- Account Name — The account name as configured in Finicom
- Category — The transaction category (Plaid sources only)
- Check Number — The check number for check transactions
Filtering
Filters let you narrow an export down to transactions matching specific conditions — for example, "only transactions with a merchant of Amazon" or "only transactions above $100". The filter builder works the same way as Transaction Rules conditions.
Filters are applied after transaction rules, so they see the rule-modified values.
Transaction Rules
When Apply transaction rules is enabled (the default), your saved Transaction Rules are applied to each transaction before export. This means the exported data reflects what would be synced to your destinations — including any renamed merchants, re-categorized transactions, or amount sign flips.
Disable this toggle to export the raw data directly from your bank.
Limits
- Date range: up to 5 years (1,825 days) per export
- Transaction count: up to 100,000 transactions per export (5,000 for PDF). If your export exceeds these limits, narrow the date range or split the export into multiple downloads.
Security
Downloads are generated on demand and returned directly to your browser. Finicom does not store or cache the resulting file. All data in the file is pulled fresh from your connected sources at the time of export.
Exported CSV files are safeguarded against CSV formula injection — any cell starting with characters like =, +, -, or @ is prefixed with a single quote so spreadsheet applications treat it as text rather than an executable formula.