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

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

Institution name
Account name
Account type

Must be one of the following choices: ANY, CHECKING, CREDIT_CARD, LINE_OF_CREDIT, INVESTMENT, LOAN, MORTGAGE, SAVINGS.

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.

Amount

Decimal number, plus/minus, two decimal places, and no dollar sign.

Payee

Either payee or payer.

Date

MM/DD/YYYY

Category
Sub category
Check number
Memo

Example CSV file format

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