You’re closing the books, the auditor’s pinging you, and you need your Venmo activity in a spreadsheet—like, today. Can you export Venmo transactions to CSV or Excel? Yep.

Use Venmo’s desktop site to download a CSV, open it in Excel, then save as .xlsx. The process is quick once you’ve done it once or twice. Below I’ll walk you through it, plus a few accounting tips so your file is actually useful for reconciliation and tax work.

What we’ll cover:

• How to export Venmo transactions on desktop and save to Excel (.xlsx)
• What’s inside the CSV (date, amount, fees, notes) and how signs work
• Opening with UTF‑8 so dates, numbers, and emojis don’t break
• Business profile tips: gross vs fees vs net, refunds, tips
• How to match Venmo transfers to your bank statement
• Faster month‑ends with Power Query and when to convert PDFs with BankXLSX
• Fixes for common issues and simple security habits

Quick answer and who this guide is for

Yes—Venmo lets you export your activity to a CSV from the desktop website. Open that CSV in Excel and Save As a normal .xlsx file. That’s it.

If you handle bookkeeping, close the month, or prep taxes, this gives you a clean list of money in and money out without copy‑pasting. It’s also handy for founders who need a fast pulse on cash and fees.

One quick habit: after each export, run a two-minute check—date formats look right, negatives and positives make sense, and fee columns are present if you use a business profile. Add three control totals (gross in, gross out, total fees) so you’ll catch weird imports before they hit your P&L.

Export options at a glance

There are two practical ways to get your data into Excel:

1) Download a CSV from venmo.com on a computer. Open it in Excel, then save as .xlsx. You’ll get columns like date/time, type, counterparty, memo, amount, and sometimes fees.

2) Only have PDFs or screenshots? Convert those to a structured Excel file with BankXLSX. Helpful during audits or when someone forwarded you emailed statements.

Heads up: the mobile app doesn’t export. Use a desktop browser. For year‑end, many folks export month by month and append the files. If you see broken characters or emojis, import the file in Excel with UTF‑8 so text stays intact.

Prerequisites and access notes

Make sure you can sign in at venmo.com and pick the right profile (personal vs business). Double‑check the profile before you export. Business profiles often include fees in the file, which you’ll want for gross vs net reporting.

Large date ranges can fail or time out. If a full year won’t download, export quarters or single months and stitch them together in Excel. Also, timestamps might use a single platform time zone. If your close is strict to local midnight, convert times after import so entries fall into the right period.

If you’re writing an SOP for your team, spell out the steps: switch to the business profile, go to statements/history, set dates, export CSV. Note that memos can include sensitive details—redact or provide a “clean” version before sharing outside finance.

Step-by-step: Downloading your Venmo CSV

1. Sign in at venmo.com on a desktop browser. Switch to the correct profile if you have more than one.
2. Open Statements or Transaction History. Look for Download or Export options.
3. Pick your date range. Heavy activity? Do one month at a time.
4. Export to CSV and save with a clear name (e.g., venmo_business_2025-01.csv) in a secure folder.
5. Open the CSV in Excel. If you use Power Query, set it to pull from your exports folder so you can just hit Refresh next month.

Set column types once in Power Query (Date, Decimal). Save that mapping. Next month you’ll just drop the new file in the folder and refresh.

Right after download, add three quick checks: total inflows, total outflows, and total fees. Paste those into your monthly checklist. If something changes in a future export, you’ll spot it fast.

What’s inside a typical Venmo CSV

Expect columns like date/time, type or status (payment sent/received, transfer), counterparty, memo, amount, and for business profiles, a fee column. Sometimes you’ll also see funding source or destination. Columns change over time, so verify headers before you rely on formulas.

Amounts usually follow this rule: money you receive is positive; money you pay is negative. If you have a fee column, keep it separate from the amount so you can calculate net accurately. Memos can include emojis and special characters—import with UTF‑8 so nothing gets garbled.

Here’s a simple mapping many teams use:

• Txn Date (date only)
• Type (Sent, Received, Transfer, Refund)
• Counterparty (name)
• Memo (text)
• Gross Amount
• Fee (if present)
• Net Amount (Gross − Fee)
• Funding Source/Destination (if available)
• External Reference/ID (if available)

Pro move: keep one hidden column with Venmo’s raw type labels and another with your standardized type. If Venmo tweaks labels later, your mapping absorbs the change and your reports don’t break.

Turning CSV into a clean Excel workbook (.xlsx)

Open the CSV and Save As “Excel Workbook (.xlsx).” Now build a simple template so every month lands in the same shape. Create a staging sheet for the fresh import, then push it into a main Transactions table with fields like Statement Period, Net, and a Reconciled flag.

If you want to save time, set up a blank .xlsx that already points Power Query to your “Venmo Exports” folder. Drop in a new file, click Refresh, done. Pivots and charts will update.

Many teams also keep a “Compliance View” sheet without memos—just date, type, amount, counterparty. That’s what you can safely share with auditors. And if you handle multiple sources (bank, card, wallets), match Venmo to the same column schema so you don’t wrestle with different formats every month.

Data hygiene and formatting best practices

Import with UTF‑8 to keep emojis and special characters intact. In Excel: Data > Get Data > From Text/CSV, set File Origin to UTF‑8. Then set data types: dates as Date, amounts as Decimal. If your region uses commas for decimals, pick the right locale during import so numbers aren’t treated as text.

Clean up small stuff: trim spaces, remove non‑breaking spaces from numbers, and standardize counterparty names. Keep the original Memo and add a second “Clean Memo” where you strip emojis for systems that don’t like them.

If downloads act up mid‑close, try these fixes: log out/in, shorten the date range, switch browsers, or check if antivirus is blocking the file. Typed columns plus control totals prevent most reconciliation headaches later.

Business profile specifics

For business profiles, separate gross, fee, and net. Recognize revenue at gross and book fees as an expense. Then you can see real fee rates by month instead of guessing.

Don’t hardcode a single fee rate. Calculate your actual rate: total fees divided by total gross for the period. That metric helps with pricing and channel decisions.

Refunds and chargebacks should live in their own buckets, not mixed into normal sales. If tips appear in memos or a separate field, track them—some places have specific reporting rules. A simple XLOOKUP that maps counterparties to products or locations turns your Venmo data into a light customer or store view without changing your POS.

Reconciling Venmo with your bank in Excel

Start by filtering Venmo for bank transfers or payouts. Sum them by week or month. Now open your bank statement and find credits from Venmo (or whatever descriptor your bank uses). Match amounts and dates, allowing 1–2 business days for settlement.

Keep a small “in‑transit” list for transfers initiated at the end of the month that hit the bank next month. Tie out beginning and ending balances if you have them. If not, use math: Beginning + Inflows − Outflows − Fees = Ending.

To catch duplicates, create a simple key (Date + Amount + Counterparty + Type) and count occurrences. Keep a short log of reconciling items with notes. Also, jot down a monthly “hash total” (like the sum of cents). If a raw number gets edited by accident, you’ll notice fast.

Automation for monthly closes

If this takes more than 10 minutes, automate it. Power Query can import from a folder, grab the newest file, rename columns, set types, calculate Net, and append to a history table. Add a Statement Period parameter so reports roll forward on their own.

Run separate folder imports for bank, card, and Venmo, then append into one big table with a Source column. If one month only exists as a PDF, convert it with BankXLSX, drop the output in the same folder, and refresh. Your model won’t care which upstream format produced it.

Add two checks: did the new file have at least a reasonable number of transactions, and is the fee rate close to your recent average? These tiny guardrails prevent awkward surprises in review meetings.

Converting PDFs or images to Excel when CSV isn’t available

Only have a PDF or a screenshot? Skip manual retyping. Use BankXLSX to convert a Venmo PDF statement to Excel/CSV. Drag, drop, and you’ll get a structured .xlsx with dates, descriptions, amounts, and fees when available.

Why bother if you already have CSV sometimes? Consistency. If every source—bank, card, wallet—lands in the same headers, your reconciliation steps don’t change from month to month. OCR also saves you when all you’ve got are images.

Quick story: during diligence, a founder only had last year’s Venmo PDFs from email archives. Converting them to Excel with stable headers made it easy to merge 12 months of Venmo, bank, and card activity in one afternoon. Two missing deposits popped right out once everything was side by side.

Security, compliance, and file management

Treat exports like sensitive records. Store them in a locked folder with permissions, not email attachments. If you need to share, send a secure link to a “sanitized” .xlsx that hides memos.

Archive raw exports next to your transformed workbook so you can reproduce results. Many teams keep seven years of monthly files plus reconciliation checklists. If you build a Venmo transaction report for tax reporting, lock the period after filing and version your work (v1, v2) with short notes on changes.

Add a “Provenance” tab: who exported it, which profile, date range, and a quick hash total. Auditors love it, and it cuts down back‑and‑forth.

Troubleshooting and FAQs

Export won’t download? Try a different browser, log out/in, clear cache, and shorten the date range. Late night or early morning sometimes helps if the site is busy.

Dates look wrong in Excel? Import via Data > Get Data > From Text/CSV, pick UTF‑8, and set the correct locale so month/day order isn’t flipped. Weird symbols or broken emojis? That’s encoding—use UTF‑8. Missing columns you used before? Platforms change—capture headers in Power Query so you can remap fast.

Hit a date range limit? Export smaller chunks and append. Only have a PDF? Convert it with BankXLSX and drop the output into your exports folder so the model refresh still works. If amounts won’t sum, remove non‑breaking spaces (Power Query Clean/Trim) and set Amount to Decimal. Most “why won’t this pivot” issues vanish after that.

Summary and next steps

Yes, you can export your Venmo history as CSV from the desktop site, open it in Excel, and save it as .xlsx. Build a simple routine: export monthly, import with Power Query, standardize columns (Date, Type, Counterparty, Memo, Gross, Fee, Net), and reconcile transfers to your bank with a tiny in‑transit list.

Your quick plan:

• This week: export last month, set a folder and naming pattern, record control totals.
• Next week: build your Excel model and a one‑click Power Query import.
• Ongoing: reconcile each month, archive raw files, keep a short provenance log.

No CSV? Or juggling banks, cards, and wallets? Use BankXLSX to convert PDFs/images and keep everything in one tidy schema. Less manual work, fewer surprises, cleaner numbers.

Quick takeaways

• Export from venmo.com on a computer as CSV, then open in Excel and Save As .xlsx. The app doesn’t export. If big ranges fail, pull one month at a time. Import with UTF‑8 so dates, numbers, and emojis behave.
• Standardize columns (Date, Type, Counterparty, Memo, Gross, Fee, Net). Reconcile Venmo transfers to your bank, track end‑of‑month items “in transit,” and keep gross separate from fees.
• Use Power Query to import from a folder, apply the same steps every month, append new periods, and add control totals plus quick reasonableness checks.
• Only have PDFs or screenshots—or want one consistent layout across all accounts? Convert and normalize with BankXLSX and keep your workflow the same.

Yes—you can export Venmo transactions as a CSV from the desktop site, open in Excel, and save as .xlsx. For clean books, stick to a simple column set, import with UTF‑8, and reconcile payouts to your bank with a small in‑transit checklist. Automate the routine with Power Query and a clear folder structure. If you’re stuck with PDFs—or you want all statements to look the same—use BankXLSX to convert and keep moving. Ready to speed up month‑end? Start a BankXLSX trial and ship a Venmo‑to‑Excel setup you can trust.