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Step 2 — Your real data

Get the last 3 months of transactions.

Download transaction history from your checking accounts, savings accounts and credit cards — PDF statements work too. Three months is enough for CheshbonIQ to spot 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

How to download your statements

  1. 1Log into your bank or credit-card website.
  2. 2Go to transactions, activity or statements.
  3. 3Select at least the last 3 months.
  4. 4Download as PDF, CSV or Excel.
  5. 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.