Bank CSV conversion guides

How to read this list

There is one page per bank layout and target app: 40 layouts, 4 apps, 160 pages. Each page shows the columns of the bank file, the columns the app wants, the mapping between them, the pitfalls of that pair and the steps to do it by hand in a spreadsheet.

"Free" means the layout is one of the 5 ready-made profiles of the free converter. "Paid" means its ready-made profile is one of the 35 added by the 9 USD one-time licence. The free manual column mapper works for any bank, but the free version writes only the first 25 converted rows of a file; the licence removes that limit. The guides themselves are free to read for every layout.

Bank formats change. The layouts come from public open-source importer files kept by volunteers, not from the banks, so a mapping can be out of date.

United States (11)

Canada (11)

United Kingdom (10)

Australia (5)

United Kingdom and EU (1)

International (2)