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How to Download Your Bank CSV
Follow these step-by-step instructions to download your transaction history from your bank. Most banks let you export 3-12 months of data at a time.
RBC (Royal Bank of Canada)
- 1Sign in to your RBC online banking account
- 2From the top navigation bar, click on "My Accounts"
- 3Choose your desired account
- 4Locate and click the "Download" button above the transaction list
- …4 more steps
Toronto Dominion (TD)
- 1Access your TD online banking account
- 2Navigate to "My Accounts" from the main menu
- 3Choose your account from the list
- 4Click on the "Activity" section
- …5 more steps
Bank of Montreal (BMO)
- 1Access your BMO online banking portal
- 2Choose your account from the account list
- 3Find and click the "Download" option located above your transaction history
- 4Specify your desired date range
- …4 more steps
Scotiabank (BNS)
- 1Access your Scotiabank online account
- 2Choose your account from the available options
- 3Navigate to the "Your Transactions" or "Posted Transactions" area
- 4Set your preferred date range
- …4 more steps
Canadian Imperial Bank of Commerce (CIBC)
- 1Access your CIBC online banking account
- 2In the left navigation panel, find "My Accounts" and click on "Download Transactions"
- 3Choose your account from the available dropdown options
- 4Set your preferred date range
- …4 more steps
National Bank of Canada (NBC)
- 1Access your National Bank online banking platform
- 2Go to "Accounts and transactions" from the left navigation menu
- 3Select "Statements"
- 4Choose one or multiple accounts for transaction download
- …5 more steps
American Express (Amex)
- 1Access your American Express online account
- 2Go to your "My Account" tab
- 3Navigate to Export Statement data in the dropdown menu
- 4Choose your desired time period for download (up to 2 years of history available)
- …5 more steps
Wealthsimple (WS)
- 1Log in to your Wealthsimple profile at wealthsimple.com
- 2Select your Profile icon in the top right corner
- 3Select "Documents" from the menu
- 4Under Filters, open the "Account" menu
- …5 more steps
Neo Financial (NEO)
- 1Log in to member.neofinancial.com
- 2Click on "Credit" or "Money" from the left-side menu
- 3Select the account you want to export transactions from
- 4Scroll down and click "Download CSV"
- …3 more steps
Simplii Financial (SIMPLII)
- 1Log in to your Simplii online account
- 2At the left top of the page, under "Account Summary", select "Download Transactions"
- 3Select your account
- 4Pick a date range or if it's your first time uploading select "All available"
- …4 more steps
Kindred Credit Union (KCU)
- 1Sign in to your Kindred Credit Union online banking account at kindredcu.com
- 2Enter your Access Card Number (16 digits on back of your Access Card) and Password (PAC)
- 3Navigate to your Account Summary page
- 4Select the account you want to export transactions from
- …4 more steps
PC Financial (PCF)
- 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
- …2 more steps
Motor City Community Credit Union (MCCCU)
- 1Visit the Motor City Community Credit Union website and log in using your credentials
- 2Navigate to the "Accounts" or "Transactions" section for the specific account you wish to download
- 3Look for an option labeled "Export," "Download," or "Download Banking Activity"
- 4Select CSV as the file format to download
- …2 more steps
EQ Bank (Equitable Bank)
- 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.
- …1 more steps
Desjardins (DJN)
- 1Log in to AccesD at desjardins.com
- 2On the AccesD home page, select your account under "Accounts" or "Cards, loans and credit"
- 3Navigate to the "Statements" or "Releve" section
- 4Select your preferred date range
- …3 more steps
💡 Pro Tips
- • Download 3-6 months of data at a time for best results
- • Make sure to select "CSV" format (not PDF or QFX)
- • If your bank isn't listed, look for "Download", "Export", or "Statements" in your online banking
- • Credit card statements are usually found in a separate section from bank accounts
Frequently Asked Questions
How do I upload my bank transactions?
Log into your bank's website, download your transactions as a CSV file, then upload it to Prosperi through the Upload page. We support all major Canadian banks including TD, RBC, BMO, Scotiabank, CIBC, and more.
Is my financial data secure?
Yes! We take security seriously. We only store transaction dates, amounts, and descriptions - never account numbers or banking credentials. All data is encrypted and your CSV files are deleted immediately after processing.
How does the AI categorization work?
Our AI analyzes transaction descriptions (like "Tim Hortons" or "Metro Grocery") to automatically categorize your spending. You can easily correct any miscategorizations, and the AI learns from your corrections.
Can I use Prosperi with multiple bank accounts?
Absolutely! You can upload CSV files from multiple banks and credit cards. Prosperi will combine all your transactions into one unified view of your finances.
What's included in the free trial?
The free trial gives you full access to all features for 7 days, including AI insights, budget tracking, financial simulations, and the Canadian tax calculator.
How do I cancel my subscription?
You can cancel your subscription anytime from the Settings page in your account. Your access will continue until the end of your current billing period.
Is Prosperi PIPEDA compliant?
Yes, we comply with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA). We follow strict data privacy standards and never sell your personal information.
How accurate is the AI categorization?
Our AI achieves approximately 95% accuracy on transaction categorization. For any miscategorizations, you can easily make corrections and the AI will learn from your feedback.
Still need help?
Our support team is here to help. Send us an email and we'll get back to you within 24 hours.