Canadian Personal Finance Guides — Bank CSV Exports, TFSA & RRSP Tracking

Separate business from personal spending, sort expenses into CRA's T2125 categories, and export a clean package for your accountant. No shoebox required.

Post-Mint comparison: YNAB, Monarch, Copilot, PocketSmith, and FlowVista ranked on pricing, Canadian bank support, privacy, and features.

Practical comparison with 2026 contribution limits, tax treatment, and how the math shifts by income bracket.

Turn a quarterly statement PDF into tracked accounts — holdings, values, and benchmark context. Dedicated readers for RBC, Questrade, and Sun Life group plans; no bank login, no spreadsheet retyping.

Import your investment-statement PDF — Questrade, RBC, and Sun Life statements today, with more formats rolling out — and see your portfolio benchmarked against the S&P/TSX Composite and S&P 500, plus forward growth projections with adjustable return assumptions and 5-, 15-, and 25-year milestones. Many other institutions’ statements work via the general-purpose reader — try yours.

Why CSV uploads are safer than Plaid and open-banking APIs — and what you gain by keeping your bank credentials to yourself.

An honest comparison of pricing, Canadian bank support, privacy, and features. Which budgeting app is right for you in 2026?

Download your RBC Royal Bank chequing, savings, or credit-card transactions as a CSV in 5 steps.

Export your TD Canada Trust EasyWeb transaction history as a CSV file, ready to upload into FlowVista.

Step-by-step guide to downloading your BMO Online Banking transactions as a CSV file.

Download your Scotiabank Scotia OnLine transactions as a CSV — includes tips on date-format gotchas.

Export your CIBC Online Banking transaction history as a CSV file in 5 easy steps.

Download your Simplii Financial transactions as a CSV. Includes notes on the CIBC infrastructure connection.

Export your Tangerine chequing, savings, or credit-card transactions as a CSV file for FlowVista.

Download your Desjardins AccèsD transactions as a CSV — covers both French and English interfaces.

Export your Banque Nationale du Canada transaction history as a CSV. Bilingual interface guide included.

Download your EQ Bank savings account transactions as a CSV file for instant FlowVista analytics.

Export your Wealthsimple Cash or investing transactions as a CSV — covers both account types.