How to Convert a Bluevine PDF Statement to CSV or Excel
Bluevine gives you eighteen months of CSV from the dashboard. The difficulty is what the columns look like when it lands.
An eighteen-month export, and the wrong column shape
Bluevine publishes its export window clearly, which is more than many banks manage:
"You can select any date range from 18 months prior up to yesterday. You can't select today as an end-date, because some of your transactions may not have settled yet."
Eighteen months is a workable window, but it is not an archive. Chase's activity download reaches two years. At Bluevine, anything older than eighteen months has to come from the statements, so a tax year that began more than eighteen months ago is already partly out of the export's reach.
Two practical constraints on it: the range must be two days or more, and the export is not available in the mobile app, so it has to be done from a desktop browser.
The difficulty is what arrives.
Why the export often will not import
Bluevine publishes its CSV column set, which is more than most banks do. The exported file contains, for each transaction: date, description, debit/credit, and balance.
That is a debit/credit field alongside a running balance, rather than a single signed amount column with no balance. And that is precisely the shape that causes trouble downstream:
| Destination | Will it take a Bluevine export as-is? |
|---|---|
| Xero (US) | No. Xero wants income and spending in one signed Amount column, not separate debit and credit columns, and says to delete balance columns. |
| QuickBooks Online | Usually. It accepts a 3-column layout (one amount) or a 4-column layout (separate credit and debit), but caps an uploaded file at 350 KB. |
| Wave | Not as it is. Wave wants a date, a description and an amount, says to keep only those columns, and suggests moving split deposit and withdrawal columns into one if the file will not upload. |
So on a Xero or Wave file the export has to be restructured by hand before it will load: collapse the direction into the amount, negate the debits, strip the balance column. Converted statements come back with one correctly signed amount column already, which is why some people convert a Bluevine statement even though a perfectly good export exists.
Quick answer: use Bluevine's CSV export for the last eighteen months. For anything older, or if your destination is Xero or Wave, either restructure the columns or convert the statement to get one signed amount column.
Converting the statements (4 steps)
- Try the CSV export first
Open Bluevine on a desktop browser and export transactions to CSV. Any range from 18 months ago to yesterday is available. - Check the column shape
The export gives date, description, debit/credit and balance, not one signed amount column. - For statements, use Documents & Reports
Open Documents & Reports, then Banking Statements, and select the account and year. - Convert them
Create a free account at reconcileiq.com/bank-statement-converter, open MatchIQ, then the PDF converter, upload the statements and download a CSV with one signed amount column.
One caution when reading Bluevine's own help pages
Bluevine documents two different CSV exports and they are easy to conflate. The one described above belongs to business checking. A second article describes columns like customer name, customer email and fee charged — that belongs to Bluevine's payments product, and its columns have nothing to do with your bank transactions.
If a Bluevine CSV arrives with customer contact fields in it, you have the wrong export, not a corrupted one.
What comes out
Bluevine does not publish the column structure of its statement PDFs, so this page will not describe one. What the converter returns is the shape the export does not give you: one normalized sortable date column, descriptions with wrapped lines rejoined, one correctly signed amount column with debits negative, and the running balance kept in its own column so it is never summed as a transaction.
That single signed column is the practical reason to convert rather than export when your destination is Xero or Wave.
If the next job is coding those rows in QuickBooks or Xero, CodeIQ reads the same statements and codes each line against your own chart of accounts and history, then posts the approved result back.
Convert Your Bluevine Statement
Upload the PDF, check it against the statement's own opening and closing balance, download clean CSV. Your first statement of up to 10 pages converts free on a new account.
Convert your PDF now for freeFrequently Asked Questions
Eighteen months. Bluevine states that you can select any date range from 18 months prior up to yesterday. Today cannot be an end date, because some transactions may not have settled, and the range must be two days or more. Note that exporting to CSV is not available in the Bluevine mobile app, so it has to be done from a desktop browser.
Bluevine publishes the column set: date, description, debit/credit, and balance. That is a debit/credit field plus a running balance, rather than one signed amount column. It matters because Xero's US bank import wants income and spending in a single signed Amount column and says to delete balance columns, so a Bluevine export normally needs restructuring before it will import.
Bluevine does not publish a retention figure, so this page will not state one. Statements live under Documents & Reports, then Banking Statements, selected by account and year. Because the CSV export stops at 18 months, the statements are what carry anything older.
Both. The QuickBooks Online connection syncs bills, transactions, bill categories and payee information. The Xero connection imports bank transactions and sends invoice reminders. Bluevine also connects to Wave, Expensify, Stripe, Square and Gusto, with Plaid handling the connections. Neither NetSuite nor Sage is on its list.
Your first statement of up to 10 pages converts free on a new account. After that it runs on credits, with the cost shown before anything is processed. Files are uploaded and processed on our servers rather than in your browser, which is what allows scanned and photographed statements to work as well as native PDFs.