How to export your Banorte transactions to CSV

According to Banorte's guide "Consulta de Movimientos" (Transactions query):

1. 1. From the main menu, go to "Consultas" (Queries) and then "Movimientos" (Transactions).
2. 2. The system shows all your accounts. Select the "Alias" of the one you want to view.
3. 3. On the transactions screen, choose the period: current month, one month back, two months back or a date range.
4. 4. Press the "Exportar" (Export) button.
5. 5. Choose the format: Texto (txt) or Excel (csv), and press "Exportar".

On the same screen there is an "Imprimir" (Print) button. The service works 24 hours a day and has no fee.

The screens in that guide are those of Banca Electrónica PyME, Banorte's online banking for businesses. The guide covers current accounts, credit, investments and promissory notes. Banorte does not publish an equivalent guide for exporting transactions from the Banorte Móvil app: there it documents only the on-screen view, with filters by period.

If you use personal banking, check whether your transactions screen has the same "Exportar" button.

Banorte puts it this way: "You will be able to view the current month and the 2 previous months immediately before it".

In practice, if you want your full history, export at the end of each month and save the file with the month in its name. What you do not export in time will no longer be on that screen.

The guide shows the columns of the exported file:

For importing, CSV is the better of the two formats: it opens in any spreadsheet with each piece of data in its own column.

For older periods there are account statements ("estados de cuenta"). According to Banorte's guide for that same online banking, they are downloaded from "Consultas" and "Estado de Cuenta" (Account statement), choosing the account alias and the periods, with your password and the dynamic code from the token, and they go back up to 2 years.

Neto does not connect to Banorte and does not ask for your passwords. It works with the files you download, and it keeps your accounts in Mexican pesos. Import is a Neto PRO feature and is in Settings, under "Import data":

1. 1. Download the CSV template, to see the format Neto understands.
2. 2. Copy the instructions for your AI and paste them into ChatGPT, Claude or Gemini together with the Banorte CSV. It gives the file back with Neto's columns and with your own categories.
3. 3. Choose the CSV file you get back and review the transactions before confirming.

Banorte's file splits amounts into two columns, Retiros and Depósitos, while Neto uses a single amount column with the type next to it. That is why the AI step is needed. Imported transactions go into your history and your statistics, but they do not change the current balance of your accounts, and you can delete the whole import if something does not add up. The detail is in how to import your bank transactions into Neto.

• Transfers between your own accounts: they are not spending. Exclude them in the review.
• The Saldos column: it is not a transaction. The instructions Neto gives your AI already ask it to skip balances and totals.
• Business spending and personal spending: if you use the same account for both, separate them by category when you import.

If you run a business on your own, you may be interested in Neto for freelancers. And for other banks in Mexico, there are the guides for BBVA Mexico and Nu.

All the official pages are in Spanish.

• Banorte, guide Consulta de Movimientos (PDF).
• Banorte, guide Estados de Cuenta (PDF).
• Banorte, balance and transaction view in Banorte Móvil.