How to download a CSV

Bank of America: Checking and savings

1. Sign in to Online Banking and open the checking or savings account.
2. Open the transaction activity for the period you want.
3. Choose Download, then the CSV format.
4. Upload the file here. It stays in this browser.

Bank of America: Credit card

1. Sign in to Online Banking and open the credit card account.
2. Open the transaction activity for the period you want.
3. Choose Download, then the CSV format.
4. Upload the file here. It stays in this browser.

Chase: Checking and savings

1. Sign in to chase.com and open the checking account.
2. Open Account activity.
3. Choose the download icon, then CSV.
4. Pick the date range, then upload the file here.

Chase: Credit card

1. Sign in to chase.com and open the card account.
2. Go to Statements & Documents, or open the account activity.
3. Choose Download account activity, then CSV.
4. Upload the file here. Purchases may show as positive amounts.

Wells Fargo: Checking and savings

1. Sign in and open the account.
2. Choose Download Account Activity.
3. Pick Comma Delimited Format (.csv), then download.
4. Upload the file here. Wells Fargo's CSV has no header row, so confirm the columns in the preview.

Citi: Credit card

1. Sign in and open the card account.
2. Go to Transactions and set the date filter.
3. Choose the download icon, then CSV.
4. Upload the file here. Card downloads may cover only the current statement cycle.

Capital One: Credit card

1. Sign in and open the card account.
2. Go to Statements & Documents and choose Download transaction.
3. Choose CSV.
4. Upload the file here. Check the columns in the preview.

American Express: Card

1. Sign in and open the card's activity.
2. Choose Download and export transactions.
3. Pick CSV. This app does not read Quicken or QuickBooks files.
4. Upload the CSV here. The download covers recent activity and recent statements.

Official help page, checked Oct 4, 2026

Discover: Credit card

1. Sign in and open the card account.
2. Go to Activity & Statements.
3. Choose Download, then CSV.
4. Upload the file here. Check in the preview whether purchases show as positive amounts.

U.S. Bank: Checking, savings and cards

1. Sign in and open the account under My Accounts.
2. Go to the Activity tab, then Download.
3. Choose Spreadsheet (.CSV).
4. Upload the file here. U.S. Bank offers up to 18 months of history.

Official help page, checked Oct 4, 2026

Apple Card: Credit card

1. On card.apple.com, open Statements and choose Export Transactions.
2. Pick the start and end dates, then CSV.
3. Choose Export.
4. Upload the file here. On iPhone you can also export from the Wallet app, one statement at a time.

Official help page, checked Oct 4, 2026

PayPal: Account activity

1. Sign in to paypal.com and open Activity.
2. Choose the download option for the activity report.
3. Pick the date range and CSV.
4. Upload the file here. Fees and refunds appear as their own rows.

Official help page, checked Oct 4, 2026

Venmo: Personal account

1. Sign in to venmo.com and open Statements.
2. Pick the month and year.
3. Choose Download CSV. Each file covers one month.
4. Upload the files here. You can add several months at once.

Official help page, checked Oct 4, 2026

Cash App: Cash App account

1. On a desktop browser, sign in to Cash App at cash.app.
2. Open your account activity or statements.
3. Look for an export option and choose CSV.
4. Upload the file here. This export has not been checked against a real file, so confirm the preview.

YNAB (You Need A Budget): Budget plan export

1. Export your plan data from YNAB. YNAB's help page explains the export.
2. Choose CSV. Use TSV if your budget uses a comma as the decimal separator.
3. Upload the file here.
4. YNAB writes money out and money in to separate Outflow and Inflow columns, and the app reads both.

Official help page, checked Oct 4, 2026

Monarch Money: Transactions export

1. In Monarch, find the transaction download for one account or for all accounts.
2. Choose CSV and download the file.
3. Upload the file here. Monarch's dates are year-month-day.
4. The export location is not confirmed, so check the preview before you continue.

Mint (closed by Intuit): Saved CSV exports

1. Mint has closed, so this format only reads CSV files you saved before it closed.
2. Upload the saved CSV here.
3. Mint lists amounts as positive numbers and marks the direction in a Transaction Type column.
4. Check the preview to confirm the columns.