Getting started
How to export your bank statement
Sevro reads a CSV or Excel file of your transactions. Here's how to download one from your bank — it takes about a minute.
Three things that matter
- • Do it on the bank's website, not the app.
- • Export about 3 months (~90 days).
- • Choose CSV or Excel — never PDF.
1Use your bank's website
Sign in on a computer (desktop browser). Most banks only offer transaction export on the website — not the mobile app.
2Open the account
Pick the checking or credit-card account you want to scan for subscriptions.
3Find “Download” or “Export”
Look near the transaction list, or under Statements / Documents / Account activity. It's often a small “Download” or “Export” button or icon.
4Set the date range to ~3 months
About 90 days. Recurring charges need to appear 2–3 times to be detected, so a longer range finds more.
5Choose CSV (or Excel)
Pick CSV or Excel/Spreadsheet — not PDF. PDF statements aren't readable; CSV and Excel are.
6Upload it to Sevro
Come back and drop the file in. It's parsed in your browser — the file itself is never uploaded.
Where to look, by bank
Exact wording changes over time — look for "Download" or "Export" near your transactions.
United States
- Chase — account activity → the download icon → CSV
- Bank of America — Statements & Documents / account activity → Download
- Wells Fargo — account activity → Download Account Activity → CSV
- Citi — account activity → Export / Download
- Capital One — account → Download Transactions → CSV
Canada
- RBC, TD, Scotiabank, BMO, CIBC — open the account → look for “Download” / “Export” transactions → CSV (or Excel)
- Desjardins (AccèsD) — account → transaction history → export → CSV
Can't find a CSV or Excel option — only PDF? Some smaller banks only offer PDF statements, which can't be read automatically. Check for a "Download transactions" option (separate from "Statements"), or try a different account.