Exported CSV file format details
The CSV column headers and their descriptions, if needed, are listed below:
Must be one of the following choices: ANY, CHECKING, CREDIT_CARD, LINE_OF_CREDIT, INVESTMENT, LOAN, MORTGAGE, SAVINGS.
Since accounts/transactions for both manual/imported and auto fintech are included in the export, “N” represents manual/imported and “Y” represents auto fintech.
Decimal number, plus/minus, two decimal places, and no dollar sign.
Either payee or payer.
Example CSV file format
A brief example of a Thrive in Life Kit formatted CSV file can be downloaded as a PDF.