Text field. Must be one of the following choices: ANY, CHECKING, CREDIT_CARD, LINE_OF_CREDIT, INVESTMENT, LOAN, MORTGAGE, SAVINGS.
Text field. Only transactions with “N” are imported. Auto fintech transactions, indicated with “Y”, will be ignored during import since they are auto downloaded by the app with a subscription.
Text field. Format: decimal number, plus/minus, two decimal places, and no dollar sign.
Text field. Either payee or payer.
Text field. Format: MM/DD/YYYY
Example CSV file
A brief example of a Thrive in Life Kit formatted CSV file can be downloaded as a PDF.