How to Export a CSV from Desjardins
The 2026 step-by-step method for downloading your Desjardins chequing, savings, or Visa Desjardins credit-card transactions as a CSV file from AccèsD — and how to turn that file into a full cashflow dashboard in under a minute.
Desjardins is Quebec-based, and many members use AccèsD in French. Throughout this guide, we include both English and French menu labels so you can follow along regardless of your language setting. For example, "Download" may appear as "Télécharger", and "Transaction history" as "Historique des transactions".
FlowVista handles both French and English Desjardins CSVs automatically. Whether your column headers read "Date, Description, Montant, Solde" or "Date, Description, Amount, Balance", FlowVista's parser reads them without any reformatting on your part.
The 5 steps
Export your Desjardins transactions
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Sign in to AccèsD
On a desktop or laptop, head to accesd.desjardins.com and sign in with your AccèsD card number (or folio number) and password. If Desjardins prompts you for two-factor authentication, complete it with your SecurID token or by approving the Desjardins mobile push notification.
TipIf you're locked out, use the password recovery option on Desjardins' sign-in page or contact your caisse — FlowVista can't help with AccèsD login issues. -
Open the account you want to export
From your accounts overview, you'll see your Desjardins products — Compte-chèques (chequing), Épargne (savings), Visa Desjardins credit cards, and Marge de crédit (lines of credit). Click the account you want to export.
You'll need to repeat this for each account you want in FlowVista — but don't worry, you can upload multiple CSVs in one go later.
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Navigate to Transaction History
Once you're on the account page, navigate to Transaction history (or Historique des transactions if your interface is in French). Look for the Download or Export option — in French it may appear as "Télécharger" or "Exporter".
TipIf you can't find the export option, try switching the interface language to English using the language toggle (usually in the top-right corner of AccèsD) — this can help you locate the controls faster. -
Choose CSV format and pick your date range
In the download dialog, select CSV as the file format. You may also see options for
.ofxor.qfx— you don't need those for FlowVista.Then set the date range. Grab as much history as you can — FlowVista's forecasts get sharper the more data they have to learn from.
Heads upDesjardins caps CSV history at roughly 18 months for chequing and savings and about 12 months for Visa Desjardins credit cards. For older transactions, see the note after step 5. -
Download and save the file
Click Download (or Télécharger). Your browser will save a
.csvfile — usually to your Downloads folder.That's the file you upload into FlowVista. No spreadsheet tweaks needed — the FlowVista parser reads Desjardins' format directly, whether the CSV has French column headers (
Date, Description, Montant, Solde) or English ones (Date, Description, Amount, Balance). Date formats (DD/MM/YYYY in French, MM/DD/YYYY in English) are detected automatically.Pro tipRepeat steps 2-5 for each Desjardins account. FlowVista de-duplicates transactions across uploads, so you can safely batch them all together.
Desjardins keeps PDF statements available inside AccèsD for several years. FlowVista's PDF parser reads those too — so if you need older history than the CSV export allows, download your monthly statements and upload those alongside your CSVs.
The app merges and de-duplicates everything automatically. Your reports will cover the full horizon, not just the last year or so.
Now upload your Desjardins CSV to FlowVista
Drag the file into FlowVista and you'll have categorized transactions, a cashflow forecast, and spending insights in under a minute. No credit card, no bank connection, no data shared — just your file on your dashboard.
Open FlowVistaTroubleshooting
Common issues
My AccèsD is in French — will FlowVista read the CSV?
Absolutely. FlowVista's Desjardins parser handles both French and English CSVs. Whether your column headers say Date, Description, Montant, Solde or Date, Description, Amount, Balance, the import works the same way. Transaction descriptions in French (e.g. PAIEMENT INTERAC, DÉPÔT) are imported as-is — you can re-categorize them in FlowVista if needed.
Can I export a CSV from the AccèsD mobile app?
The AccèsD mobile app has limited export options and may not offer CSV downloads for all account types. For reliable CSV exports, sign in at accesd.desjardins.com from a desktop or laptop browser.
My dates look wrong — DD/MM vs. MM/DD
Desjardins uses DD/MM/YYYY when your interface is in French and MM/DD/YYYY when it's in English. FlowVista auto-detects which format your CSV uses, so you don't need to worry about it. Just don't open the file in Excel before uploading — some versions of Excel silently reformat dates and can break the import.
Does FlowVista need a special CSV format from Desjardins?
No. FlowVista's Desjardins parser reads the default CSV that AccèsD exports — including French or English column names, both date formats, accented characters, and negative-amount conventions. Upload the raw .csv file as it came from Desjardins.
Can I combine multiple Desjardins accounts into one FlowVista upload?
Yes. You can upload multiple CSVs at once — chequing, savings, Visa Desjardins, and lines of credit. FlowVista de-duplicates across files by date, amount, and description, so you won't double-count anything. You can also mix Desjardins CSVs with exports from other banks in the same upload.
Is it safe to download and upload my transaction data?
The CSV stays on your computer until you upload it. Once inside FlowVista, your data is encrypted at rest, protected by row-level security (so only your account can read it), and never shared with advertisers. FlowVista has no connection to Desjardins — it only sees the file you chose to upload. Full details: Privacy Policy.
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Other Canadian banks
FlowVista supports every major Canadian bank. Here are the other export guides: