If you use Keeper to track your business write-offs, you can link the app directly to a Capital One account. That way, the app can automatically scan your bank statements for write-offs, helping you save at tax time.
Others who bank with Capital One, though, might want to download their bank statements as a spreadsheet. Here's how to do it.
Step #1: Log into Capital One on a laptop or desktop
You’ll need to go to https://www.capitalone.com/ and log into your account. Unfortunately, neither the app or the mobile website for Capital One allow you to export your statements. It has to be from a computer.
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Step #2: Click on “View Account”
You’ll need to do this for every account (ex: checking, credit card) you’d like to scan for tax write-offs.
Step #3: Click on “Download Transactions” and choose these settings
Only .csv files are supported by our import feature, and you’ll want to make sure to include the entire date range of transactions you’re looking for.
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Then, select the appropriate download settings:
Don’t forget to include the whole date range of transactions you would like us to scan!
Click done, and the file will be downloaded to your computer.
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Step #4: Skip the export with Keeper!
Are you downloading your Capital One transactions to hand them off to an accountant or sift through them for write-offs on your own? Following the steps above will get you there. But there's a better way.
Download the Keeper app, and you'll be able to automatically find all the tax-deductible purchases you made for work — including anything you paid for using your Capital One account. There's no need to download or upload anything. Just log into your Capital One account, and our tax receipt organizer will automatically categorize your transactions for you.
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It's the easiest way for freelancers with Capital One accounts to get organized for tax season.
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