Upload Your Bank Statements
Upload CSV exports from your bank accounts. We support all major banks.
Drag & drop your CSV files
or click to browse
Accepted format: .csv (up to 10 files)
AES-256 Encrypted
Auto-deleted in 24hrs
No permanent storage
Chase
- Log in to chase.com and go to your account.
- Click "Download account activity" (the download icon).
- Select the date range and choose "CSV" as the file type.
- Click "Download".
Bank of America
- Log in to bankofamerica.com and select your account.
- Click "Download Transactions" at the top of the activity list.
- Choose "Microsoft Excel" or "CSV" format.
- Select your date range and download.
Wells Fargo
- Log in to wellsfargo.com and go to your account activity.
- Click the "Download" link above the transaction list.
- Select "Comma Delimited" format.
- Choose your date range and download.
Citi
- Log in to citibankonline.com and view your statement.
- Click "Download to Spreadsheet" at the bottom of the page.
- Select CSV format and your desired date range.
- Download the file.
Capital One
- Log in to capitalone.com and go to your account.
- Click "Download Transactions" at the top of the activity page.
- Select CSV format and your date range.
- Click "Download".
US Bank
- Log in to usbank.com and navigate to your account.
- Click "Download Transactions" in the transaction history.
- Choose CSV format and your preferred date range.
- Download the file.