Upload your transaction history — up to 2 years.
Download transaction history from your checking accounts, savings accounts and credit cards — PDF statements work too. Upload anywhere from the last 3 months up to 2 full years; the more history you add, the sharper CheshbonIQ gets at spotting patterns, recurring charges and spending creep.
Bank statements
Checking & savings — PDF, CSV or Excel
Drop files or click to browse
Credit card statements
Every card — PDF, CSV or Excel
Drop files or click to browse
Dates already covered
Bank statements
Nothing uploaded yet.
Credit card statements
Nothing uploaded yet.
Add new bank or card statements anytime — CheshbonIQ merges them into your full history (up to 2 years) and automatically removes duplicates.
How to download your statements
- 1Log into your bank or credit-card website.
- 2Go to transactions, activity or statements.
- 3Select your history — anywhere from the last 3 months up to 2 years.
- 4Download as PDF, CSV or Excel.
- 5Drop bank files in the first box, cards in the second.
Your data stays with you
Statements are parsed inside your browser and saved in this browser's local storage. Nothing is uploaded to a server, and no bank credentials are ever requested. Clearing your browser data removes everything.