One of the most common questions we get at Moosely is: "How do I actually get my CSV file?" Every bank does it slightly differently, so we put together a step-by-step guide for the five most popular US banks.

The whole process takes less than two minutes once you know where to look.

Chase

  1. Log into chase.com
  2. Click on the account you want to export
  3. Click "Download account activity" (usually in the top right of the transaction list)
  4. Select date range and choose "CSV" as the format
  5. Click Download

    6. Chase CSV files include: date, description, amount, and balance. Moosely maps these automatically.

    Bank of America

    1. Log into bankofamerica.com
    2. Navigate to your account
    3. Click "Download" in the transaction area
    4. Select your date range
    5. Choose "Microsoft Excel format (.csv)" from the dropdown
    6. Click Download

      7. Bank of America labels their format as Excel, but it's a standard CSV file that opens in any spreadsheet app.

      American Express

      1. Log into americanexpress.com
      2. Go to Statements & Activity
      3. Scroll to the bottom of your transaction list
      4. Click "Download"
      5. Choose "CSV" format and your date range

        6. Amex is one of the cleanest CSV formats — dates are consistent and amounts are always clearly signed.

        Wells Fargo

        1. Log into wellsfargo.com
        2. Open your account
        3. Click "Download Account Activity"
        4. Select date range and CSV format
        5. Download

          6. Citi

          1. Log into citibank.com
          2. Navigate to your account activity
          3. Click the Download icon near your transaction list
          4. Select "CSV" and your date range

            5. Importing into Moosely

            Once you have your CSV file, importing into Moosely takes about 30 seconds:

            1. Go to Transactions in your Moosely dashboard
            2. Click "Import CSV"
            3. Upload your file
            4. Moosely will auto-detect your bank's column format and map everything automatically
            5. Review the preview and click Import

              6. Your transactions will be categorized automatically. Any that couldn't be categorized with confidence will be flagged for your review.

              We recommend importing once a month — either at the end of the month or the beginning of the next one. Set a five-minute calendar reminder and it becomes effortless.