# Parker - Uploading your transactions or bank statements (CSV or PDF) to Finaloop

Learn how to export transactions and statements for your Parker accounts.

Written by Ryan Perlman  
March 23, 2026

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# About

In certain cases, we may need your help getting transactions or reports we can't import automatically from your bank or financial institution.

In this article, we'll explain how to find the relevant reports we need from your Parker accounts and upload them into Finaloop.

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# 1. How to export a **CSV file** of your transactions from your Parker account

This guide will walk you through downloading a CSV file containing your transaction history for your **Parker** account.

### What you'll need

- Your Parker account login credentials (Username & Password)

### Steps

1. Log in to your **[Parker](https://app.getparker.com/login)** account using your username and password.
2. On the homepage, click on the " **Transactions**" button that has a download icon next to it.

3. On the pop-up, select the **relevant start** and **end dates**, and choose **.csv** as the document type. Click on **'Export Transactions'** at the bottom to save the file to your device.

4. Head over to your [mission](https://home.finaloop.com/banks/overview) in Finaloop, and upload your CSV file.

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# 2. How to export a **bank statement (PDF)** of your transactions from your **Parker** account

As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and ensure your books are **100%** accurate.

### What you'll need

- Your **Parker** account login credentials (Username & Password)

### Steps

1. Log in to your **[Parker](https://app.getparker.com/login)** account using your username and password.
2. On the homepage, click on the " **Statements**" icon.

3. In the pop-up, select **"Closing Statements"** and look for the relevant month. Click on **PDF** to save the file to your device.

4. Head over to your [mission](https://home.finaloop.com/banks/overview) in Finaloop, and upload your PDF file.