Your bank · United States
Exporting from Capital One.
About a minute, on Capital One's website. Berm has been tested on a file laid out like the one it gives you.
The steps
- Sign in at capitalone.com on a computer and open your 360 Checking account.
- Choose Download Transactions, above the transactions.
- Pick the dates.
- Choose CSV, then Download.
What the file holds
- Amounts have no sign; a column beside them says Debit or Credit.
- Dates month first, with a two-digit year (08/13/26).
- A running balance, so Berm reads your balance from the file itself.
Then
Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.
Last updated September 2026. Banks change their websites; if this no longer matches Capital One's, tell us.