Umpqua Bank — Export Transactions to CSV

Quick guide to download your Umpqua Bank transactions as CSV. Then use our Free Categorizer to clean and tag them.

  1. Sign in to Umpqua Bank online banking.
  2. Open account activity.
  3. Choose your date range.
  4. Export as CSV.
  5. Upload to the Free Categorizer.
Use Free CategorizerSee pricing

Not affiliated with Umpqua Bank. Names are for identification only.