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Connect Your Bank

Import a CSV file from your bank, or connect automatically via SimpleFIN.

Import a CSV file

Download a transaction export from your bank's website and upload it here.

📄
Drop your CSV file here
or click to browse

We couldn't detect your bank automatically. Please map the columns below:

How to download from your bank
  1. Sign in at chase.com
  2. Go to your checking or credit card account
  3. Click Download account activity (top right)
  4. Choose CSV as the file type and select your date range
  5. Click Download and upload the file above
  1. Sign in at bankofamerica.com
  2. Select your account and click Download
  3. Choose Microsoft Excel format (OFX) — or CSV if available
  4. Select date range and click Download transactions
  1. Sign in at americanexpress.com
  2. Go to Statements & Activity
  3. Click Download and choose CSV
  4. Pick your date range and download the file
  1. Sign in at wellsfargo.com
  2. Select your account and go to Account Activity
  3. Click Download Account Activity
  4. Choose Comma-Separated Values (CSV) and your date range
  5. Click Download
  1. Sign in at capitalone.com
  2. Select your account
  3. Click Download transactions
  4. Choose CSV and your date range
  5. Click Download

Connect via SimpleFIN

Link your bank accounts automatically for ongoing sync. Works with most US banks.

1
Create a SimpleFIN token Visit SimpleFIN Bridge and connect your bank accounts there. You'll receive a token.
2
Copy your setup token After connecting, SimpleFIN gives you a one-time setup token — copy it to your clipboard.
3
Paste it below & sync Paste the token here, then use the Sync button on the dashboard to pull your transactions.
Go to SimpleFIN →
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