How to Upload Your Bank of America Statement to Monavio
Follow these steps to download your Bank of America (United States) bank statement and upload it to Monavio. Our AI will automatically extract and categorize all your transactions.
Step-by-Step Guide
- 1
Sign in to your Bank of America account at bankofamerica.com.
- 2
Click on "Statements & Documents" in the top navigation menu.
- 3
Select the account whose statement you want to download.
- 4
Choose the statement period from the available list — statements are available for up to 7 years.
- 5
Click "View Statement" to open the PDF, then use the download button in your browser to save it.
- 6
Upload the saved PDF file to Monavio for automatic transaction extraction.
Tips & Common Issues
- ✓ Some older Bank of America statements may be image-based scans — Monavio handles both text and scanned PDFs.
- ✓ Merrill Edge investment statements are in a different format but are also supported.
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