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How to export Alterna Savings (ALTERNA) transactions to CSV

Step-by-step instructions to download your transaction history for use with Prosperi.

Steps

  1. 1Sign in to your Alterna Savings online banking account
  2. 2Select "Transaction history" under Accounts
  3. 3Select your account from the list
  4. 4Scroll down to see your transaction list
  5. 5Scroll to the bottom and click "Export"
  6. 6Choose "Excel (CSV.)" as the export format
  7. 7Save the file to your computer
  8. 8We recommend you rename the file with the account type and date range for organization

Pro tips

  • โ€ข Download 3โ€“6 months of data at a time for best results.
  • โ€ข Make sure to select "CSV" format (not PDF or QFX).
  • โ€ข Rename the file with the account type and date range (e.g. td-chequing-2025-01.csv) for organization.

Once you have your CSV, upload it to Prosperi to see your spending categorized automatically.

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