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How to export your transactions as a CSV
Pick your bank below for a step-by-step export guide. For investment accounts (Vanguard, Fidelity, Schwab, etc.) no CSV is needed — see the guide under Investments below.
Banks
Chase
Checking, savings, Freedom, Sapphire, Ink, and all Chase cards
→
Ally Bank
Interest Checking and Online Savings
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Bank of America
Checking, savings, and credit cards
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Wells Fargo
Checking, savings, and credit cards
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Capital One
Quicksilver, Venture, Savor, 360 Checking, and more
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Citi
Double Cash, Custom Cash, Rewards+, and all Citi cards
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Discover
Discover it, Miles, Chrome, and Discover Bank accounts
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U.S. Bank
Checking, savings, and credit cards
→
Investments
Once you have your CSV, import it in trak-yo-dolla$ — open the app, click Import a CSV, and select your file.
Open trak-yo-dolla$