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Getting a CSV from your bank

Every bank's online banking site lets you download your transaction history. The exact menu wording differs, but the general idea is the same everywhere: find your account's transaction list, then look for a download or export option.

This guide covers the general steps for a few large banks as a starting point. It doesn't cover every bank, and menus change over time. If your bank isn't listed here, or these steps don't quite match what you see, look for a "Download," "Export," or "Activity" option near your transaction list, or call your bank's customer support line and ask how to export your account activity as a CSV file.

Chase

  1. Log in at chase.com or in the Chase Mobile app.
  2. Open the account you want (checking, savings, or credit card).
  3. In the account activity list, look for a download icon (usually a small arrow) near the top of the transaction table.
  4. Choose a date range, then select "Spreadsheet" or CSV as the file type.
  5. Download the file.

Bank of America

  1. Log in to Online Banking at bankofamerica.com.
  2. Select the account you want.
  3. Find "Download Transactions" near the account activity list.
  4. Choose a date range and a file format: pick Microsoft Excel or a plain spreadsheet/CSV option if it's offered.
  5. Download the file.

Wells Fargo

  1. Log in to Wells Fargo Online.
  2. Open Account Activity for the account you want.
  3. Click "Download Account Activity" near the top of the transaction table.
  4. Choose your date range, then choose "Comma delimited" as the format, which is the CSV option, even though it's not always labeled "CSV."
  5. Download the file.
Once you have the file, come back and either drop it in or paste its contents, either works, and TailorBudget figures out the columns on its own.