You can export your SoFi Checking and Savings transactions to a CSV file at any time by following these steps:
- Login to SoFi.com using the web or a mobile browser.
- Select the Banking tab
- Click the ‘More’ icon
- Select ‘Export Transactions’ on the left
- On the next screen, you will be prompted to select either your Checking or Savings account
- Select the appropriate date range for the transactions you would like to export
- Note: The total range of dates chosen cannot exceed 2 years. Transactions starting from the date your account was opened will be available for download
- Click ‘Export’ to download the CSV file
- A file will be downloaded to your browser
Note: This feature is not available via the app at this time. Additional formats for the file download will be added in the future.