--- title: "How to Export Your Transactions to CSV: Apps and Banks | Candor" description: "Step-by-step CSV export for Monarch, YNAB, Copilot, Quicken, Rocket Money, Mint, American Express, Wells Fargo, Apple Card, and Venmo, and what to do with the file." url: "https://candor.money/how-to-export-your-transactions" updated: "2026-11-11" --- # How to export your transactions from the app or bank you use now Updated 2026-11-11. Canonical page: https://candor.money/how-to-export-your-transactions Most finance apps and many banks let you download your transactions as a CSV file, a plain spreadsheet you can open in Excel or Google Sheets. This page has the steps for each one, from the company's own help pages as of November 9, 2026. Where you get a choice of format, pick CSV. The file is yours to keep, and it is how you bring your history into Candor, where the AI agent you already use reads it and adds your accounts. ## How it works with your agent 1. Create a Candor account. The Personal plan connects your US banks, cards, and brokerages, so every account and transaction comes in on its own and Candor always reviews current records. Or try it free with your history from Monarch, YNAB, Copilot, or your bank. 2. Download your transactions as a CSV from your app or bank, using the steps on this page. 3. Copy one setup message into Claude, ChatGPT, or your agent, and approve its access. 4. Upload the file on Candor's Accounts page or through a link your agent sends you. Your agent checks it, then adds your accounts. ## Which file format should you download? Pick CSV wherever you have a choice. Candor reads CSV, TSV, and TXT files, Quicken's QIF files, and a ZIP of those. It does not read PDF statements, Excel workbooks, or OFX, QFX, and QBO files for Quicken and QuickBooks. A bank's spreadsheet or comma-delimited option is usually a CSV. Download the longest date range the app or bank allows, and every account you want in one place. A PDF statement can still go to your agent in a chat, and it reads the figures from it, but a CSV brings every row over exactly. ## How do you export transactions from Monarch? On the web, go to Settings, then Data, and select Download Transactions for all accounts, then Download account balances if you want past balances. For one account, open it under Accounts, select Edit, and choose Download transactions. Downloads are on the web only, and Monarch suggests 5,000 transactions or fewer per file. Split a long history into several downloads by date range and bring them all together. Your full history stays available to download after your Monarch subscription or trial ends. - [How to cancel Monarch Money](https://candor.money/how-to-cancel-monarch-money) ## How do you export transactions from YNAB? In the YNAB web app, click the name of your plan at the top of the left sidebar and select Export Plan. YNAB downloads your plan and your full transaction history as two CSV files, or TSV for currencies that use a decimal comma. Export works only on the web, not in the phone app. Bring the download as it comes. The transaction file holds your history; the plan file holds categories and assigned amounts, which aren't transactions. - [How to cancel YNAB](https://candor.money/how-to-cancel-ynab) ## How do you export transactions from Copilot Money? On an iPhone, open Settings and, in the Account section, tap Export your transactions. Copilot opens a CSV of all your transactions, which you save with the share button. On the web, a Mac, or an iPad, you can also filter the Transactions tab and export just those transactions. Copilot's file lists money out as positive and money in as negative, the reverse of most banks. Your agent flips the signs when it reads the file. ## How do you export transactions from Rocket Money? On rocketmoney.com, open Transactions, select Export, choose any filters, and select Export. In the app, tap the menu on the Transactions tab, choose CSV Download, and tap Export. Rocket Money emails you a link, and the file downloads only on a computer. Export is a Premium feature, so do it before Premium ends. - [How to cancel Rocket Money](https://candor.money/how-to-cancel-rocket-money) ## How do you export transactions from Quicken? In Quicken for Mac, open the register you want, choose File, then Export, then Register Transactions to CSV File, pick your options, and save. In Quicken Classic for Windows, choose File, then File Export, then QIF file, select the account and date range, include Transactions, and click OK. On Windows, pick QIF, not QXF. Quicken's help suggests its newer QXF format instead, but Candor can't read QXF, so stay with QIF. To export every transaction, enter the dates of your first and last transactions. ## Can you still export transactions from Mint? No. Mint closed in March 2024 and moved its users to Credit Karma, so there is nothing left to download. If you saved a Mint CSV before it closed, that file still works. Otherwise, download your history from each bank and card directly, using the steps below. - [Mint alternatives compared](https://candor.money/mint-alternative) ## How do you download transactions from American Express? Sign in at americanexpress.com and open your statements and activity. American Express says you can download your recent activity and your past six billing statements as a CSV file, and that two years of transactions can be viewed and downloaded as PDF, Excel, or CSV. Choose CSV. For a card older than two years, the earlier months are in PDF statements, which your agent can read in a chat. ## How do you download transactions from Wells Fargo? Sign on to Wells Fargo Online, go to the Accounts tab, and choose Download Account Activity. Pick the account, set the From and To dates, select Comma Delimited (ASCII, Spreadsheet), and click Download. The download covers the last 90 days unless you choose a longer range, up to 18 months for some accounts. Download each account separately, and give each file its own name. ## How do you export Apple Card transactions? On your iPhone, open Wallet, tap Apple Card, then Card Balance, and under Statements tap Export Transactions. Choose a start date and end date and the file format, pick CSV, and tap Done. On the web, sign in at card.apple.com, click Statements, then Export Transactions, set the dates and format, and click Export. On an iPad, Apple Card is under Wallet & Apple Pay in Settings. ## How do you download your Venmo transaction history? Sign in at venmo.com, click Statements in the sidebar, choose the month and year from the dropdown, and click Download CSV. Each statement covers one month, so download one file per month for a longer history. Bring all the months together in one upload. ## What about other banks and cards? Most banks put a download button on the account's activity or transactions page on their website, often not in the phone app. Choose the longest date range offered and CSV, spreadsheet, or comma-delimited as the format. If your bank only offers PDF statements, give those to your agent in a chat. We left out banks whose own help pages don't describe the export, rather than repeat steps we couldn't confirm. Your bank's help center, searched for "download transactions", has the current steps. ## What do you do with the file in Candor? Upload it on Candor's Accounts page, or open the link your agent sends you on the computer that has the file. Candor reads every row, your agent checks how the columns map, previews the result, and adds your accounts. It then tells you what period the file covers. The Personal plan connects your US banks, cards, and brokerages, so every account and transaction comes in on its own and Candor always reviews current records. You can also try Candor free first, with your history from the app or bank you use now. Budgets and goals from your old app don't come over in an export. Tell your agent what you want, and it sets up goals from your real accounts and a budget that pays for them, saved with their reasons. Candor reviews your finances and tells your agent what's worth talking through and why. - [Monarch alternative: how Candor compares](https://candor.money/monarch-alternative) - [YNAB alternative: how Candor compares](https://candor.money/ynab-alternative) ## Start this with your agent Paste this into Claude, ChatGPT, or the agent you use. It sets up Candor, walks you through approving its access and connecting your accounts, then starts on the plan. If setup stalls, your AI's setup guide below has the steps. ```text Set up Candor from https://candor.money/START.md and walk me through connecting it here. I downloaded my transactions as a file. Help me bring them into Candor: check the file, set up my accounts from it, and tell me what period it covers and anything that looks missing. ``` ## Common questions ### Can I upload a PDF bank statement to Candor? Not as an upload. Give the PDF to your agent in a chat instead, and it reads the transactions and adds them. A CSV brings every row over exactly, so use one when your bank offers it. ### Can I open a transactions CSV in Excel? Yes. A CSV opens in Excel, Google Sheets, or Numbers. Upload the original file to Candor rather than a copy saved as an Excel workbook, which Candor does not read. ### How far back can I export my transactions? It depends on the source. Monarch, YNAB, and Copilot export your full history. Wells Fargo downloads up to 18 months for some accounts, and American Express two years. ### Do I need to cancel my old app first? No, and it is better not to: export while you still have access. Candor is free to try with that file, so you can compare before you cancel anything. ### How much does Candor cost? Candor's Personal plan connects your US banks, cards, and brokerages, so every account and transaction comes in on its own and Candor always reviews current records. It costs from $8.25 a month on the annual plan ($99 a year), or $14.99 month to month, and its first 7 days are free. You can also try Candor free first. Bring your history over from Monarch, YNAB, Copilot, or your bank. Download your transactions there, and your agent adds your accounts from the file. ## Sources - [Downloading Transaction or Account History](https://help.monarch.com/hc/en-us/articles/15526600975764-Downloading-Transaction-or-Account-History), Monarch, 2026-10-28 - [How to Export Plan Data](https://support.ynab.com/en_us/how-to-export-plan-data-Sy_CouWA9), YNAB, 2026-08-18 - [Exporting your transaction data](https://help.copilot.money/en/articles/5944414-exporting-your-transaction-data), Copilot Money, 2026-03-06 - [Exporting Transactions](https://help.rocketmoney.com/en/articles/10296106-exporting-transactions), Rocket Money, 2026-09-22 - [Rocket Money pricing: what's free vs. Premium vs. Premium+](https://www.rocketmoney.com/learn/personal-finance/how-much-does-rocket-money-cost), Rocket Money, 2026-01-19 - [Exporting register transactions to a CSV spreadsheet (Mac)](https://info.quicken.com/mac/exporting-register-transactions-to-a-csv-spreadshe), Quicken - [Export data from Quicken (Windows)](https://info.quicken.com/win/export-data-from-quicken), Quicken - [Move from Mint to Credit Karma Net Worth](https://www.creditkarma.com/lp/mint-to-credit-karma-net-worth), Credit Karma - [Download Transactions & Statements](https://www.americanexpress.com/us/customer-service/faq.download-export-transactions-software.html), American Express - [View Transaction History and Billing Statements](https://www.americanexpress.com/us/customer-service/faq.transaction-billing-statements-history.html), American Express - [Account Activity Questions](https://www.wellsfargo.com/help/online-banking/activity-faqs/), Wells Fargo - [Download your Apple Card statements or export your transactions](https://support.apple.com/en-us/102284), Apple, 2026-05-18 - [Transaction History](https://help.venmo.com/hc/en-us/articles/360016096974-Transaction-History), Venmo ## Keep reading - [How to cancel Monarch Money](https://candor.money/how-to-cancel-monarch-money) - [How to cancel YNAB](https://candor.money/how-to-cancel-ynab) - [How to cancel Rocket Money](https://candor.money/how-to-cancel-rocket-money) - [Copilot Money MCP and alternatives](https://candor.money/copilot-money-alternative) - [How to use AI to analyze your finances](https://candor.money/how-to-use-ai-to-analyze-your-finances) - [Start Candor from your export](https://candor.money/try-candor-free) - [Where do I actually stand?](https://candor.money/explore/first-pass) - [Can you keep my money organized for me?](https://candor.money/explore/organize) ## Bring your history to your agent. Bring your history over from Monarch, YNAB, Copilot, or your bank. Download your transactions there, and your agent adds your accounts from the file. Then ask your agent what it sees. Agents can install Candor themselves from https://candor.money/START.md.