At the moment, budget tools that let you import transactions from CSV files are supported. However, we’re working on supporting direct integrations with budget tools like Albert, Copilot, Monarch, Rocket Money, Quickbooks, Quicken, Simplifi, and YNAB.

You can download a CSV file that lists all of your transactions within a statement period and import it to the tools you use to budget your finances. Here’s how:

Cardless on iOS or Android

1. Go to “Account”

2. Select “Monthly activity”

3. Select the statement you’d like to export

4. Select “Export transactions”

Web

1. Go to “Statements”

2. Select “Export transactions” for the statement you’d like to export