Statements

Monthly statements are generally made available within the first week of the following month.

You can download and print statements for the entire history of your account here. If you'd like a mailed statement, just send us a support message.

Can I export transaction data?

Sure thing! You can export your transactions in CSV or JSON format on the web. You'll find the export button right above your transaction list; this is what it looks like:

We don't currently support OFX, QIF, QFX, or direct exports to Quicken. If you're willing to take a couple of extra steps, you can find software online that will convert CSV files to QIF files, which you can then import to Quicken.