Guide · Ally Bank

Convert Ally Bank statements to Excel, CSV or QuickBooks®

Download your Ally Bank statements, drop them into Pennyrow, and get every transaction as a clean spreadsheet, with a check that each statement adds up. Free. Your statements are read inside your browser; we never upload, receive, see or store them.

Open Pennyrow, free How to check the privacy claim

Step 1: download your statements from Ally Bank

On the website

Log in at ally.com.
Select your name to open Profile and Settings, then choose Documents.
Pick the bank statement you need from the list.
Open the PDF, then save or print it.

In the app

Log in to the Ally app and select Menu.
Choose Statements and Tax Forms.
Select Bank, then pick the statement you need.
Use Share to save or print it.

How far back

Ally's help pages say that even after you close all your Ally Bank accounts, statements and tax forms for the last 7 years stay online. Online account activity goes back up to 18 months.

Transaction downloads

Ally Bank also lets you download transactions as a file. Pennyrow reads CSV, OFX and QFX files:

CSV or Quicken (QFX): Select the account, scroll to Transactions History, and select the download icon. (up to 18 months)

PDF statements are usually the better choice for catching up a year: each one has opening and closing balances, so Pennyrow can check every month adds up.

Good to know

You get one combined statement for every account where you are the primary owner. Pennyrow splits a combined statement into one statement per account when each account has its own opening and closing balance.
CDs are on quarterly cycles, and IRAs get their own quarterly statements.
Ally credit cards moved to Ollo (issued by Merrick Bank), so past card statements are at ollocard.com, not in Ally Bank online banking.

Checked October 13, 2026 against Ally Bank's help pages: www.ally.com/help/bank/account-information, www.ally.com/help/bank/tax-documents, www.ally.com/content/dam/pdf/bank/ally-bank-deposit-agreement.pdf, www.ally.com/credit-cards/manage-account. Banks move menus around; if a step has changed, the help page has the current one.

Step 2: drop them into Pennyrow

Open Pennyrow and choose your files, or drag them in. A whole year at once is fine, and you can mix Ally Bank with your other banks and cards.
Each statement gets a balance check: opening balance plus money in, minus money out, should equal the closing balance. You see "✓ Balanced", or which row is off and by how much.
Catch-up checks look across all your files: missing months, statements that don't follow on from the last one, the same transaction in two files, and transfers between your own accounts (including card payments) so they aren't counted twice.
Export: Excel (.xlsx), CSV, a QuickBooks Online bank CSV, a QuickBooks Desktop .iif file, or OFX.

If an Ally Bank statement doesn't read right

Pennyrow reads statement layouts with general rules, not an Ally Bank-specific template, and it hasn't been tried on every Ally Bank layout. The balance check is how you know: if a statement doesn't balance, Pennyrow shows the row that's off so you can fix it.
Scanned or photographed statements can't be read (there's no OCR). Download the PDF from Ally Bank's site instead of scanning a paper copy.
Password-protected PDFs open with your own password, used only in that tab.
If a layout keeps failing, tell @minsoesantun which Ally Bank account type it was. Please don't send the statement itself.

Questions

Is it free?

Yes. Converting statements, the catch-up checks and every export are free.

Does my Ally Bank statement get uploaded?

No. The converter page is locked so it can't make network requests, and once it's open it keeps working in airplane mode. Here's how to check that yourself.

Do I need to sign in to Ally Bank through Pennyrow?

No, and you never should. You download the statements yourself; Pennyrow never asks for a bank login.

Does it make a .qbo (Web Connect) file?

Not yet. For QuickBooks Online use the bank CSV export; for QuickBooks Desktop use the .iif export.

Other banks and cards

Any bank or card with text PDF, CSV, OFX or QFX statements can work; these guides cover where to download them.