How to Export a CSV from RBC
The 2026 step-by-step method for downloading your RBC Royal Bank chequing, savings, or credit-card transactions as a CSV file — and how to turn that file into a full cashflow dashboard in under a minute.
The 5 steps
Export your RBC transactions
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Sign in to RBC Online Banking
On a desktop or laptop, head to rbcroyalbank.com and sign in with your client card number and password. If you usually bank in the RBC mobile app, you'll need to switch to a desktop browser for this — the CSV download link doesn't exist in the app.
TipIf you're locked out, use the "Forgot password" link on RBC's sign-in page — FlowVista can't help with RBC login issues. -
Open the account you want to export
From the top navigation, click My Accounts. You'll see a list of every account on your profile — chequing, savings, credit cards, lines of credit. Click the one you want to export. RBC will take you to that account's Transactions page.
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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Click the Download link above the transactions table
Once you're on the account's Transactions page, look above and to the right of the transactions list. You'll see a small Download link (next to the Search and Print options). Click it.
TipYou can narrow the transactions list using RBC's date-range filter right on this page before clicking Download. Whatever you filter to is what the CSV will contain. -
Choose CSV and pick your date range
In the download dialog, select CSV as the file format. You'll also see options for
.qfx,.qbo, and.ofx— you don't need those for FlowVista.Then set the date range. RBC offers a few preset ranges plus a custom range. Grab as much history as you can — FlowVista's forecasts get sharper the more data they have to learn from.
Heads upRBC caps CSV history at roughly 180 days for chequing and savings and about 90 days for credit cards. For older transactions, see the note after step 5. -
Click Continue and save the file
Click Continue. Your browser will save the file — usually to your Downloads folder — with a name like
accountactivity.csv.That's the file you upload into FlowVista. No spreadsheet tweaks needed — the FlowVista parser reads RBC's format directly, including currency formatting, merchant names, and credit-card minus signs.
Pro tipRepeat steps 2-5 for each RBC account. FlowVista de-duplicates transactions across uploads, so you can safely batch them all together.
RBC keeps up to seven years of transactions as PDF statements (eStatements) inside Online Banking. FlowVista's PDF parser reads those too — so if you need older history than the CSV export allows, download your monthly eStatements 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 three months.
Now upload your RBC 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
I only see PDF options, not CSV
You're almost certainly on the RBC mobile app. The app only offers PDF statement downloads. Sign in at rbcroyalbank.com on a desktop or laptop browser and the Download link will appear above the transactions table.
My credit card only shows 90 days of transactions
That's an RBC-side limit, not a FlowVista one. Credit-card CSV history is capped at roughly 90 days; chequing and savings go back about 180 days. For anything older, download the PDF eStatements (RBC keeps 7 years online) and upload those to FlowVista alongside your CSV.
The Download button is greyed out
Usually this means the selected date range contains no transactions. Try widening the range, or pick a different account. If it's still greyed out after that, sign out and sign back in — RBC's session sometimes gets into a state where interactive controls hang.
Does FlowVista need a special CSV format?
No. FlowVista's RBC parser reads the default CSV that RBC exports — including its column names, date format, and negative-amount conventions. Don't open the file in Excel before uploading; some versions of Excel silently reformat dates and break the import. Upload the raw .csv file as it came from RBC.
Can I combine multiple RBC accounts into one FlowVista upload?
Yes. You can upload multiple CSVs at once — chequing, savings, and each credit card. FlowVista de-duplicates across files by date, amount, and description, so you won't double-count anything. You can also mix RBC 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 RBC — it only sees the file you chose to upload. Full details: Privacy Policy.
More guides
Other Canadian banks
FlowVista supports every major Canadian bank. Here are the other export guides: