How to Upload Your Capital One Statement to Monavio
Follow these steps to download your Capital One (United States) bank statement and upload it to Monavio. Our AI will automatically extract and categorize all your transactions.
Step-by-Step Guide
- 1
Log in to your Capital One account at capitalone.com or the Capital One app.
- 2
Select the account (checking, savings, or credit card) from your dashboard.
- 3
Click "Statements" or navigate to "Account Details" > "Statements & Documents".
- 4
Choose the billing period you want to download.
- 5
Click the download icon or "Download PDF" to save the statement file.
- 6
Upload the PDF to Monavio — transactions will be extracted and categorized automatically.
Tips & Common Issues
- ✓ Capital One 360 and credit card statements have different layouts — both are fully supported.
- ✓ Auto loan statements are also supported but contain fewer transaction types.
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