Upload Bank Statements

Steps

1. 1Go to the Upload page from the sidebar.
2. 2Select the Tax Year this statement covers.
3. 3Choose your Bank from the dropdown, or leave it on Auto-detect.
4. 4Toggle Credit Card Statement on if you're uploading a credit card file (transactions become expenses rather than debits).
5. 5Click Choose File or drag and drop your CSV or XLSX file.
6. 6The file processes automatically — the status badge will change from Processing to Completed.

Supported Banks

ExpenseFlow works with CSV and XLSX exports from RBC Royal Bank, TD Bank, Scotiabank, BMO Bank of Montreal, CIBC, Tangerine, PC Financial, and Simplii Financial. Most other Canadian banks and credit unions that allow CSV or XLSX export from online banking are also supported via auto-detection. If your bank isn't recognized automatically, select it manually from the dropdown.

Supported File Types

You can upload standard CSV files (.csv) or Excel spreadsheets (.xlsx or .xls). These are the formats Canadian banks typically use when you export your transaction history from online banking.

Deleting an Upload

In the Recent Uploads list, click the delete icon next to any file. You'll be asked whether to also delete the transactions from that file, or keep the transactions and remove only the upload record.