Learn how to use FlowVista

Upload a brokerage PDF and see your portfolio benchmarked against the S&P/TSX Composite and S&P 500. Works with all 13 supported Canadian institutions.

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.