Upload Bank Statements
Supports CSV exports from Chase, Bank of America, Wells Fargo, Capital One, Citi, and most other banks. Also supports PDF statements and Excel files.
Tips for exporting from your bank
- Chase: Accounts → Download → CSV
- Bank of America: Download → Download Transactions → CSV
- Wells Fargo: Download Account Activity → Comma Delimited
- Capital One: View Transactions → Download → CSV
- Most banks: Look for "Download", "Export", or "Statement" options