# Mercury Checking - Downloading a CSV File for your Account Easily

Written by Ryan Perlman  
June 14, 2026

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

**What you'll need:**

- Your Mercury account login credentials (Username & Password)

**Steps:**

1. **Log in** to your Mercury account using your username and password.

2. Once logged in, navigate to the **Documents and Data** section. You can usually find this option on the left sidebar menu.

3. Under **Statements**, you'll see two dropdowns:
   - **Year:** Select the year for which you want to download the transaction history.
   - **Accounts:** Choose the specific Mercury Checking account for which you want the CSV file. **Remember to select only one account at a time.**

4. Locate the **most recent statement** available for the chosen year and account. You'll see three dots (...) on the right side of the statement.

5. Click on the **three dots (...)** and select **Download QuickBooks CSV**.

Your CSV file will be downloaded and saved to your device.