How to export EQ Bank (Equitable Bank) transactions to CSV
Step-by-step instructions to download your transaction history for use with Prosperi.
Steps
- 1Login to the EQ Bank web portal
- 2From the Dashboard, scroll down and click the account type. For example "Savings Accounts"
- 3In Savings Accounts, click on the specific account you are looking for
- 4In the upper right corner of the table, click the download icon (a downward-pointing arrow). This will download a CSV file, which is now stored locally on your computer.
- 5We recommend you rename the file indicating the type (credit, chequing, savings etc) and the date range for organization
Pro tips
- • Download 3–6 months of data at a time for best results.
- • Make sure to select "CSV" format (not PDF or QFX).
- • 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.
Try Prosperi free