Export financial data as a CSV file

Overview

Thrive in Life Kit provides the functionality to export your financial data as a CSV file. It is quick and easy.

Export a CSV file from Thrive in Life Kit

  • Go to Thrive in Life Kit Settings (iOS) or File on main menu (Mac), select Export.
  • Choose between all accounts or select the subset of accounts to include in the export.
  • Choose the data range of transactions to include in the export.
  • Click on ‘Export’ to create the CSV file (default filename: “ThriveExport” + integer timestamp) and choose a folder for the file.

Exported CSV file format details

There are two type of rows contained in the exported CSV file: Account level and Transaction level. All transactions associated with an account will be listed below the account row.

The CSV column headers and their descriptions, if needed, are listed below:

Institution name

For an account row, this column will contain the name of the financial institution. For a transaction row, it will be empty.

Account name

For an account row, this column will contain the name of the account. For a transaction row, it will be empty.

Account type

For an account row, must be one of the following choices: ANY, CHECKING, CREDIT_CARD, LINE_OF_CREDIT, INVESTMENT, LOAN, MORTGAGE, SAVINGS. For a transaction row, it will be empty.

Aggregated

Since accounts/transactions for both manual/imported and auto fintech are included in the export, “N” represents manual/imported and “Y” represents auto fintech. For an account row, this field will indicate whether it is an aggregated account. For a transaction row, it will be empty.

Amount

Decimal number, plus/minus, two decimal places, and no dollar sign. For an account row, this will represent the account’s current balance. For a transaction row, it will be the transaction amount.

Payee

For a transaction row, this will be either payee or payer. For an account row, it will be empty.

Date

For a transaction row, the transaction date with be in the format MM/DD/YYYY. For an account row, it will be empty.

Category
Sub category
Check number
Memo

For a transaction row, these fields may be populated. For an account row, these fields will be empty.

Example CSV file format

A brief example of a Thrive in Life Kit formatted CSV file can be downloaded as a PDF.