How to download your Ally Bank statement as a PDF
On ally.com, open your profile menu and choose "Statements and Tax Forms". In the Ally app, go to "Menu", then "Statements and Tax Forms", then "Bank". Pick the account and month and download the PDF.
Tips for converting Ally Bank statements
Ally has no branches, so the PDF statement is your official record of each month. Ally's help says statements and tax forms stay available for 7 years after an account is closed.
What you get
- Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
- QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
- Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
- A reconciliation check: opening balance + money in − money out = closing balance.
Converting a lot of statements every month? Plans start at $9/month for 500 pages.