How to download your Bluevine statement as a PDF
In Bluevine on the web, open the "Documents" tab, choose "Statements", pick the account from the dropdown and select the month to download. If you use sub-accounts, choose the right one from the dropdown first.
Tips for converting Bluevine statements
Bluevine statements are ready by the 5th of the following month. Each sub-account has its own statement, so convert them separately.
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.