Import Transactions

Upload a CSV file from your bank to import transactions

CSV Import Instructions
Follow these steps to import transactions from PNC or other banks
  1. Log in to your PNC online banking account
  2. Navigate to Account Activity or Statements
  3. Select the date range you want to export
  4. Download as CSV format
  5. Upload the file below
Supported banks: PNC, Chase, Bank of America, Wells Fargo, and most CSV formats
Upload CSV File