Download your transactions as a CSV
FinanceView reads a CSV file of your bank charges. Here is how to get that file from your bank and bring it in.
The short version
Sign in to your bank on a computer — phone apps usually can't export a file. Open the account you want, then look under Statements or Activity for a Download or Export option. Pick a date range and choose the CSV format.
.qfx) or Excel instead, those do not import today — CSV is the one FinanceView reads. Most banks let you download about 1–2 years at a time, so grab older history in a few files.Banks with a step-by-step page
These banks publish their own instructions. Open the one you use:
- CIBC Online Banking → More → Download Transactions CIBC's guide →
- Chase Spending Planner, on a computer Chase's guide →
- Bank of America Account activity → More → Start download Bank of America's guide →
- Wells Fargo Accounts → Download Account Activity Wells Fargo's guide →
- American Express Statements & Activity → download American Express's guide →
Links last checked July 2026. Banks move these pages — if a link is gone, the short version above still works.
Your bank not listed?
The short version works everywhere. Sign in on a computer, open the account, and look for Download or Export under its statements or activity — then choose CSV. TD and RBC don't publish a public how-to, but the same path is in their online banking.
Bring it into FinanceView
Open FinanceView and drag the CSV onto the window, or use Import. You can drop several files at once — one per account, or a few months together. Your charges land in seconds, sorted and labeled.