RichDue

How to export your Capital One transactions

Download the transactions from your Capital One credit cards, checking and savings as a file you can keep, open in a spreadsheet or bring into RichDue.

Checked on against the sources linked under each part. Capital One moves its menus from time to time, so each step names the words to look for.

On capitalone.com

  1. Sign in at capitalone.com on a computer and open the card or account.
  2. Above the transactions, select “Download Transactions”.
  3. Choose the file type and the dates.
  4. Select “Export” or “Download”.

The Capital One app shows your transactions but, in the guides we checked, has no download: use capitalone.com in a browser.

Sources: How to export your Capital One transactions (Tiller) · Export a Capital One CSV: the 90-day window (Arden)

Which file to choose

Choose QFX or OFX. CSV works too.

QFX and OFX files carry an id for every transaction, so a month you download twice doesn’t double anything.

  • Quicken (QFX)
  • OFX
  • CSV

Sources: Export a Capital One CSV: the 90-day window (Arden) · How to export your Capital One transactions (Tiller)

How far back you can go

The download covers about the last 90 days. Older months are PDF statements under “Statements”, which RichDue reads too.

Sources: Export a Capital One CSV: the 90-day window (Arden) · Online bank statements (Capital One)

What’s in the file

Dates are written year first (2026-10-15); charges are in Debit and payments in Credit. Card No. holds the card’s last four digits.

  • Transaction Date, Posted Date, Card No., Description, Category, Debit, Credit

Source: How to export your Capital One transactions (Tiller)

What RichDue handles for you

  • Year-first dates and separate Debit and Credit columns: RichDue’s Capital One layout reads both.
  • Download every 90 days, or the oldest weeks fall out of the window. With QFX, overlapping downloads don’t double.

Sources: How to export your Capital One transactions (Tiller) · Export a Capital One CSV: the 90-day window (Arden)

Bring it into RichDue

Start free, answer six questions, then open Import and drop the file. RichDue shows every row before anything is saved: duplicates, transfers between your accounts and categories are marked, and you confirm.

Screenshots, bank alerts, statements or two taps: RichDue reads them, catches duplicates and asks before saving.

Reviewing a Chase card file before anything is saved: 729 new transactions, 26 already imported and 23 transfers, each row with its date, merchant, suggested category and amount, and Add 729 transactions at the foot.
Every row waits for your OK: duplicates, transfers and categories marked before anything is saved.

Free to start

Your Capital One file, in one plan.

RichDue reads the file, catches duplicates and transfers, and asks before saving. Then it shows your net worth today and the next 12 months, bonus and taxes included.

Start free

Free to start, no card. Your first statement adds 14 days of Pro.