How to Export a CSV from Tangerine
The 2026 step-by-step method for downloading your Tangerine 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 Tangerine transactions
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Sign in to Tangerine Online Banking
On a desktop or laptop, head to tangerine.ca and click Log In. Enter your Client Number (or Orange Key), your PIN, and answer the security question when prompted. If you usually bank in the Tangerine mobile app, you'll need to switch to a desktop browser for this — the CSV download option doesn't exist in the app.
TipIf you've forgotten your Client Number, check your original Tangerine welcome email or call Tangerine support — FlowVista can't help with Tangerine login issues. -
Open the account you want to export
From the accounts overview, you'll see your Tangerine accounts — chequing, savings, and credit cards (Tangerine World Mastercard, Tangerine Money-Back Credit Card, etc.). Click the one you want to export. Tangerine will take you to that account's Transaction History 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 Download Transactions
Once you're on the account's Transaction History page, look for the Download Transactions link. Click it to open the download options panel.
TipIf the page shows a limited number of transactions, don't worry — the download dialog lets you pick the full date range independently of what's displayed on screen. -
Choose CSV 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 upTangerine caps CSV history at roughly 18 months for chequing and savings and about 12 months for credit cards. For older transactions, see the note after step 5. -
Download and save the file
Click the download button. Your browser will save the file — usually to your Downloads folder — with a name like
export.csv.That's the file you upload into FlowVista. No spreadsheet tweaks needed — the FlowVista parser reads Tangerine's format directly, including its YYYY-MM-DD dates, comma-separated columns, and clean merchant descriptions.
Pro tipRepeat steps 2-5 for each Tangerine account. FlowVista de-duplicates transactions across uploads, so you can safely batch them all together.
Tangerine keeps older transactions as PDF 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 year or so.
Now upload your Tangerine 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 don't see a Download Transactions option
You're most likely on the Tangerine mobile app or the mobile version of the website. The app only offers PDF statement downloads. Sign in at tangerine.ca on a desktop or laptop browser and navigate to your account's Transaction History page — the Download Transactions link will appear there.
My credit card only shows 12 months of transactions
That's a Tangerine-side limit, not a FlowVista one. Credit-card CSV history is capped at roughly 12 months; chequing and savings go back about 18 months. For anything older, download the PDF eStatements from Online Banking and upload those to FlowVista alongside your CSV.
My account used to be ING Direct — will the CSV still work?
Yes. Tangerine was formerly ING Direct, and the CSV format is the same regardless of when your account was opened. Very old eStatements may still carry the ING Direct branding, but FlowVista handles those without any issues. Just download and upload as normal.
Does FlowVista need a special CSV format?
No. FlowVista's Tangerine parser reads the default CSV that Tangerine exports — including its column names, YYYY-MM-DD date format, and header row. 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 Tangerine.
Can I combine multiple Tangerine 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 Tangerine 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 Tangerine — 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: