How to export PC Financial (PCF) transactions to CSV
Step-by-step instructions to download your transaction history for use with Prosperi.
Steps
- 1Log in to your PC Financial account online
- 2Click on the "Transactions" tab or section
- 3Select the "Export CSV" option
- 4The file will contain up to one year of transaction history
- 5Save the file to your computer
- 6We recommend you rename the file indicating the type (credit, chequing 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