| Date | Account | Description | Category | Type | Person | Amount |
|---|
Your files are read locally — nothing is uploaded or transmitted
Apple Card — Transaction Date, Clearing Date, Description, Merchant, Category, Type, Amount (USD), Purchased By
Wells Fargo — no header; columns by position: date · amount · · · description (auto-detected)
Chase — Transaction Date, Post Date, Description, Category, Type, Amount, Memo (signed amount)
Bank of America — Checking: Date, Description, Amount, Running Bal. · Credit card: Transaction Date, Posted Date, Description, Reference Number, Credits, Debits
Capital One — Transaction Date, Posted Date, Card No., Description, Category, Debit, Credit
Citi — Date, Description, Debit, Credit
US Bank — Date, Transaction, Name, Memo, Amount (signed amount)
PNC — Date, Description, Withdrawals, Deposits, Running Balance
Discover — Trans. Date, Post Date, Description, Amount, Category (signed amount)
American Express — Date, Description, Card Member, Account #, Amount (positive=expense — auto-detected)
Generic bank CSV — any CSV with recognizable Date + Amount columns; separate Debit/Credit columns also supported
Format is auto-detected from file contents. For Apple Card files, rename to include apple in the filename (e.g. apple_jan_2026.csv) for best results.