You can download your transaction history as a CSV export from the Neo website.
CSV exports are currently available for credit accounts and Neo Money accounts (including the Neo Everyday and Neo High-Interest Savings accounts). Transaction history for the Neo Invest account currently can’t be exported.
Download a CSV export of your transaction history
To download your transaction history, log in to the Neo website, go to Credit or Money, select your account, and then select Download CSV. Use the filters to narrow down your transaction data:
- Sort order: Choose how you want the transactions sorted
- Date range: Select the start and end dates for the transactions
- Transaction amounts: Set the range for transaction amounts
- Transaction type: Filter by debit or credit transactions (funds going in or out of the account)
CSV exports are only available on the Neo website (and not on the Neo app).
Web
- Log in to member.neofinancial.com
- Click on the Credit or Money from the left-side menu and select your account
- Scroll down and select Download CSV
Use filters to narrow your transaction history, then download as a CSV export to include only the transactions you need.
Can’t download your transaction history?
If you’re receiving an error when attempting to download a CSV file, try changing the filters to download a smaller batch of transactions. You can download up to 2,000 transactions in 1 CSV file, so you may need to download multiple files if you want to export a large batch of transactions.