Uploading CSV Transaction Files

Overview

If your bank isn't supported by Plaid, or you prefer not to connect directly, you can upload CSV exports of your transactions. This gives you the same AI-powered deduction analysis without linking your accounts.

Exporting Transactions from Your Bank

Most banks allow you to export transaction history as a CSV file:

1. Log in to your bank's website
2. Navigate to your account's transaction history
3. Look for an Export or Download option
4. Select CSV as the format
5. Choose your date range and download the file

Uploading to Find Your Deductions

1. Go to Settings → Accounts in your dashboard
2. Click Upload CSV
3. Select your CSV file
4. Map the columns if prompted (amount, date, description)
5. Click Import to process the transactions

Supported CSV Formats

We automatically detect common formats from major banks. Your CSV should include:

• Date – Transaction date
• Description – Merchant or transaction description
• Amount – Transaction amount

Optional columns like category or account type are also recognized if present.

Best Practices

• Include Full Year – For accurate annual reports, upload a full year of transactions
• Avoid Duplicates – If you've already connected the same account via Plaid, uploading a CSV may create duplicates
• Review Mappings – Double-check column mappings before importing to ensure accuracy

What Happens After Upload

Once uploaded, your transactions go through the same AI analysis process as Plaid-connected accounts. You'll see identified deductions appear in your dashboard within minutes, depending on the number of transactions.

Troubleshooting

Upload Failed

• Ensure the file is in CSV format (not Excel .xlsx)
• Check that the file isn't empty or corrupted
• Try a smaller date range if the file is very large

Wrong Column Mapping

If transactions appear incorrect, you can delete the import and re-upload with corrected column mappings.