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Import Transactions
Upload a bank or credit card CSV to import and categorize your transactions
Supported Banks & Credit Cards
Download your statement as a CSV from your bank's website and upload it here.
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Chase
✓ Bank
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Members CU
✓ Credit Union
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Citibank
✓ Bank
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Bank of America
✓ Bank
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Wells Fargo
✓ Bank
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Capital One
✓ Credit Card
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American Express
✓ Credit Card
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Discover
✓ Credit Card
Upload Statement
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Drop your CSV file here
or click to browse your computer
Supported format: .CSV · Max size: 10MB