Upload a bank statement
Download 2 to 3 months of transactions from your bank as CSV, OFX or QFX, and Budget finds your paychecks and bills.
Included with Free, Plus, TrilliOne Business and TrilliOne Pro
Get the file from your bank
- Sign in to your bank’s website.
- Find your account’s activity and look for Download or Export.
- Choose 2 to 3 months (60 to 90 days) and the CSV format (OFX or QFX work too).
- Download one file per account: checking, savings or a credit card.
Any US bank or card that offers a CSV, OFX or QFX download works. PDF statements aren’t supported yet.
Upload it
- On Home, tap Upload a statement or Add a bank statement. Or tap 📎 on the Advisor screen.
- If you like, choose Which account is this?
- Tap Choose the file and pick the file you downloaded.
The advisor reads it (this can take a minute) and writes a short summary, then shows a review card. See Review what your statement found.
Why 2 to 3 months? Monthly bills need to show up more than once to be spotted as repeating.
Files can be up to 5 MB. Each upload counts toward your monthly statement uploads as soon as it’s read, even if you don’t add it.