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Export your Société Générale Professionnels transactions

How to download the transactions of your Société Générale Professionnels account to import them into personal finance software, a spreadsheet or our app, and which format to choose.

Download your transactions from Société Générale Professionnels

  1. Log in to your Société Générale Professionnels space and open the “Téléchargement” section.
  2. Click “Relevé de compte CSV”, or “Relevés compte OFX” for OFX.
  3. Tick the account, choose the period, then click “Valider”.

In OFX, “Écritures de l'historique” covers at most the last 30 calendar days; “Choix d'une période” lets you set the dates. This help is for the Professionnels space: it does not describe the personal banking space.

Steps taken from Société Générale Professionnels's online help (French), checked in November 2026: see Société Générale Professionnels's help page

Formats offered

  • CSV: spreadsheet, or direct import into the app
  • OFX: standard format of personal finance software (Money, GnuCash…)

Société Générale Professionnels offers OFX: that is the format to choose for personal finance software. For our app, CSV, OFX and QIF all work.

Open the converter

Track your Société Générale Professionnels accounts without handing over your login details

  • The app reads your bank's CSV, OFX or QIF directly and leaves out transactions already entered.
  • Payees and categories are found automatically from your past transactions.
  • Tick off, reconcile with your statement, follow budgets and forecasts, on computer and mobile.
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Free, no credit card and no connection to your bank: you never hand over your login details.

Frequently asked questions about exporting from Société Générale Professionnels

Over what period can I export my Société Générale Professionnels transactions?
You choose the period when downloading; the history available depends on your bank and contract. To keep track of your accounts, export regularly, for instance every month: when importing into our app, transactions already entered are detected and not added twice.
What about deferred debit card payments?
Deferred debit card payments are only debited from the account once a month, in a single payment. Depending on your bank, their details are downloaded from the account or from the card page. In our app, a deferred debit card is a separate account whose total is debited automatically from the current account.
Can I import a Société Générale Professionnels PDF statement?
No: a PDF statement is meant to be read or printed, not imported. Download your transactions in a data format (CSV, OFX or QIF) by following the steps above instead.
CSV or OFX: which format should I choose?
OFX is the standard format of personal finance software: it is read without any setup. CSV opens in a spreadsheet, but each bank lays it out its own way. The free converter turns a CSV or QIF into OFX, and our app's import accepts all three formats.

Other banks

Independent website, not affiliated with the banks mentioned. Steps taken from each bank's online help, checked in November 2026: menus may change, your bank's help prevails.